+94.6%
SOFI vs TCOM
+8.0%
+86.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -4.9% | -4.9% | 0.0% | -3.6% |
| 30D | -3.5% | -14.4% | +10.9% | +0.6% |
| 3M | +3.9% | -17.7% | +21.6% | +8.8% |
| 6M | -6.5% | -25.1% | +18.6% | +0.7% |
| YTD | -33.8% | -45.7% | +11.9% | -22.6% |
| 1Y | -33.3% | -47.9% | +14.6% | -21.0% |
| 3Y | +94.6% | +8.9% | +85.7% | +127.8% |
| All | +94.6% | +8.0% | +86.6% | +127.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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