+42.0%
SOFI vs TD
+167.0%
-125.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | -0.1% |
| 7D | -4.9% | -0.5% | -4.4% | -4.4% |
| 30D | -3.5% | -1.9% | -1.6% | -1.5% |
| 3M | +3.9% | +4.8% | -0.9% | -1.0% |
| 6M | -6.5% | +28.0% | -34.5% | -27.3% |
| YTD | -33.8% | +30.3% | -64.1% | -49.3% |
| 1Y | -33.3% | +59.8% | -93.1% | -58.2% |
| 3Y | +94.6% | +124.7% | -30.1% | -13.9% |
| 5Y | +13.3% | +127.0% | -113.7% | -44.7% |
| All | +42.0% | +167.0% | -125.0% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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