+94.6%
SOFI vs TE
-26.8%
+121.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | 0.0% | +0.5% |
| 7D | -4.9% | +0.2% | -5.2% | -5.1% |
| 30D | -3.5% | -5.9% | +2.5% | -2.7% |
| 3M | +3.9% | -45.6% | +49.5% | +12.4% |
| 6M | -6.5% | -43.4% | +36.8% | -3.3% |
| YTD | -33.8% | -31.0% | -2.9% | -35.0% |
| 1Y | -33.3% | +145.2% | -178.5% | -50.7% |
| 3Y | +94.6% | -24.1% | +118.7% | +76.2% |
| All | +94.6% | -26.8% | +121.4% | +76.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling