-40.8%
SOFI vs TEAM
+8.9%
-49.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.2% | +3.7% |
| 7D | +1.4% | -13.7% | +15.1% | +3.4% |
| 30D | +9.2% | -3.4% | +12.6% | +9.6% |
| 3M | -7.1% | +72.1% | -79.2% | -14.4% |
| 6M | +7.3% | +103.8% | -96.5% | -4.6% |
| YTD | -33.6% | +17.1% | -50.7% | -40.6% |
| 1Y | -40.8% | +15.1% | -55.9% | -45.5% |
| All | -40.8% | +8.9% | -49.8% | -45.5% |
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