+15.4%
SOFI vs WSM
+175.3%
-159.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | 0.0% |
| 7D | -4.9% | -0.5% | -4.4% | -4.7% |
| 30D | -3.5% | -7.7% | +4.3% | +0.9% |
| 3M | +3.9% | +3.8% | +0.1% | +1.7% |
| 6M | -6.5% | +22.7% | -29.2% | -16.8% |
| YTD | -33.8% | +28.0% | -61.8% | -42.8% |
| 1Y | -33.3% | +12.7% | -46.0% | -38.3% |
| 3Y | +94.6% | +231.3% | -136.7% | -15.7% |
| All | +15.4% | +175.3% | -159.9% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WSM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling