+94.7%
SOFI vs TAP
-33.0%
+127.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.8% | -3.6% |
| 7D | -2.9% | -5.1% | +2.2% | -2.1% |
| 30D | -4.4% | -8.4% | +4.1% | -3.2% |
| 3M | +5.2% | -3.9% | +9.1% | +5.5% |
| 6M | -7.8% | -14.4% | +6.6% | -5.3% |
| YTD | -33.8% | -14.7% | -19.1% | -32.7% |
| 1Y | -33.3% | -18.7% | -14.6% | -31.2% |
| All | +94.7% | -33.0% | +127.8% | +104.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling