+41.1%
SOFI vs TAP
-1.8%
+42.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -7.0% | -5.3% | -1.8% | -6.6% |
| 30D | -4.3% | -7.4% | +3.1% | -3.7% |
| 3M | +8.4% | -4.9% | +13.4% | +8.8% |
| 6M | -5.9% | -14.2% | +8.3% | -4.6% |
| YTD | -34.3% | -14.8% | -19.4% | -33.6% |
| 1Y | -32.6% | -18.1% | -14.5% | -31.6% |
| 3Y | +101.3% | -32.7% | +134.0% | +108.1% |
| 5Y | +12.6% | -0.5% | +13.0% | +23.6% |
| All | +41.1% | -1.8% | +42.9% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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