+1,114.9%
WDC vs SOFI
+43.1%
+1,071.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.4% |
| 7D | +6.0% | +5.6% | +0.4% | +4.7% |
| 30D | +9.9% | -2.0% | +11.9% | +10.1% |
| 3M | -9.4% | +9.2% | -18.5% | -11.1% |
| 6M | +94.7% | -4.7% | +99.4% | +94.8% |
| YTD | +177.4% | -31.2% | +208.6% | +193.8% |
| 1Y | +412.6% | -30.6% | +443.2% | +437.5% |
| 3Y | +1,359.8% | +110.6% | +1,249.1% | +1,099.4% |
| 5Y | +992.6% | +16.4% | +976.1% | +789.3% |
| All | +1,114.9% | +43.1% | +1,071.9% | +846.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling