+42.0%
SOFI vs TEAM
-23.4%
+65.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.9% | -5.2% | +0.3% | -2.9% |
| 30D | -3.5% | +15.8% | -19.2% | -9.9% |
| 3M | +3.9% | +101.5% | -97.6% | -28.4% |
| 6M | -6.5% | +138.2% | -144.7% | -43.5% |
| YTD | -33.8% | +10.8% | -44.7% | -42.5% |
| 1Y | -33.3% | +1.7% | -35.0% | -39.6% |
| 3Y | +94.6% | -16.0% | +110.6% | +83.8% |
| 5Y | +13.3% | -52.7% | +66.0% | +32.7% |
| All | +42.0% | -23.4% | +65.3% | +11.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling