+136.3%
WMT vs SOFI
+37.6%
+98.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.3% |
| 7D | 0.0% | -4.9% | +4.9% | +0.1% |
| 30D | -7.4% | -3.5% | -4.0% | -7.4% |
| 3M | -10.9% | +3.9% | -14.8% | -11.0% |
| 6M | -12.7% | -6.5% | -6.1% | -12.7% |
| YTD | -3.2% | -33.8% | +30.6% | -2.3% |
| 1Y | +5.3% | -33.3% | +38.5% | +6.0% |
| 3Y | +101.9% | +94.6% | +7.3% | +94.0% |
| 5Y | +134.6% | +13.3% | +121.3% | +122.8% |
| All | +136.3% | +37.6% | +98.7% | +126.4% |
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