+135.9%
WMT vs SOFI
+13.0%
+122.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | 0.0% | -4.9% | +4.9% | +0.2% |
| 30D | -7.4% | -3.5% | -4.0% | -7.3% |
| 3M | -10.9% | +3.9% | -14.8% | -11.1% |
| 6M | -12.7% | -6.5% | -6.1% | -12.7% |
| YTD | -3.2% | -33.8% | +30.6% | -1.9% |
| 1Y | +5.3% | -33.3% | +38.5% | +6.3% |
| 3Y | +101.9% | +94.6% | +7.3% | +89.9% |
| All | +135.9% | +13.0% | +122.9% | +117.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling