-28.2%
SOFI vs TEAM
+11.3%
-39.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.1% | -1.2% |
| 7D | +0.9% | -0.4% | +1.3% | +1.0% |
| 30D | -0.2% | +67.3% | -67.5% | -8.4% |
| 3M | +6.2% | +86.8% | -80.5% | -5.3% |
| 6M | -2.6% | +146.8% | -149.4% | -18.8% |
| YTD | -30.4% | +16.9% | -47.3% | -30.0% |
| 1Y | -28.2% | +12.8% | -41.0% | -28.4% |
| All | -28.2% | +11.3% | -39.5% | -28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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