+1,328.4%
WDC vs SOFI
+99.0%
+1,229.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.2% |
| 7D | +4.4% | -7.0% | +11.4% | +6.5% |
| 30D | +5.3% | -4.3% | +9.6% | +6.2% |
| 3M | -5.9% | +8.4% | -14.4% | -8.2% |
| 6M | +73.2% | -5.9% | +79.1% | +73.5% |
| YTD | +167.8% | -34.3% | +202.1% | +191.9% |
| 1Y | +386.0% | -32.6% | +418.6% | +418.3% |
| All | +1,328.4% | +99.0% | +1,229.5% | +1,021.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling