+94.6%
SOFI vs WU
-28.7%
+123.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | +0.1% | +0.4% |
| 7D | -4.9% | -3.5% | -1.5% | -3.5% |
| 30D | -3.5% | -2.9% | -0.5% | -2.3% |
| 3M | +3.9% | -2.3% | +6.2% | +2.1% |
| 6M | -6.5% | -25.4% | +18.8% | +4.9% |
| YTD | -33.8% | -21.2% | -12.6% | -28.2% |
| 1Y | -33.3% | -8.9% | -24.4% | -34.3% |
| 3Y | +94.6% | -29.0% | +123.6% | +109.3% |
| All | +94.6% | -28.7% | +123.3% | +109.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling