-40.8%
SOFI vs TE
-16.5%
-24.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.5% | +7.2% | +4.3% |
| 7D | +1.4% | +3.8% | -2.4% | +0.5% |
| 30D | +9.2% | -26.2% | +35.4% | +14.2% |
| 3M | -7.1% | -49.7% | +42.7% | +2.8% |
| 6M | +7.3% | -46.5% | +53.8% | +10.9% |
| YTD | -33.6% | -59.1% | +25.5% | -30.3% |
| 1Y | -40.8% | -25.8% | -15.0% | -50.9% |
| All | -40.8% | -16.5% | -24.3% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 1y: compounded portfolio wealth divided by compounded TE 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…
1y analysis · Full analysis span regression · 6 months rolling