+12.6%
SOFI vs TEAM
-52.7%
+65.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.1% |
| 7D | -7.0% | -7.8% | +0.7% | -4.0% |
| 30D | -4.3% | +16.5% | -20.8% | -10.9% |
| 3M | +8.4% | +96.2% | -87.7% | -24.0% |
| 6M | -5.9% | +130.2% | -136.1% | -41.8% |
| YTD | -34.3% | +10.7% | -45.0% | -42.5% |
| 1Y | -32.6% | +3.0% | -35.6% | -38.9% |
| 3Y | +101.3% | -13.1% | +114.4% | +88.0% |
| 5Y | +12.6% | -52.7% | +65.3% | +42.2% |
| All | +12.6% | -52.7% | +65.2% | +42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling