+41.1%
SOFI vs WST
+23.3%
+17.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.5% |
| 7D | -7.0% | +0.4% | -7.5% | -7.2% |
| 30D | -4.3% | -2.0% | -2.3% | -3.6% |
| 3M | +8.4% | +4.1% | +4.3% | +6.8% |
| 6M | -5.9% | +47.4% | -53.3% | -19.2% |
| YTD | -34.3% | +25.4% | -59.7% | -40.3% |
| 1Y | -32.6% | +35.3% | -67.9% | -40.9% |
| 3Y | +101.3% | -11.7% | +113.0% | +92.6% |
| 5Y | +12.6% | -24.0% | +36.6% | +23.2% |
| All | +41.1% | +23.3% | +17.8% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 10y: compounded portfolio wealth divided by compounded WST 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…
10y analysis · Full analysis span regression · 6 months rolling