+1,038.3%
WDC vs SOFI
+37.6%
+1,000.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.1% |
| 7D | -4.3% | -4.9% | +0.6% | -3.3% |
| 30D | -1.5% | -3.5% | +2.0% | -1.0% |
| 3M | -15.5% | +3.9% | -19.4% | -16.3% |
| 6M | +66.5% | -6.5% | +73.0% | +67.2% |
| YTD | +159.9% | -33.8% | +193.7% | +177.4% |
| 1Y | +366.0% | -33.3% | +399.2% | +392.5% |
| 3Y | +1,285.8% | +94.6% | +1,191.2% | +1,055.3% |
| 5Y | +925.6% | +13.3% | +912.3% | +740.4% |
| All | +1,038.3% | +37.6% | +1,000.7% | +793.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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