+47.6%
SOFI vs TEAM
-24.8%
+72.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.9% | +5.8% | +1.8% |
| 7D | +5.6% | -5.7% | +11.3% | +8.1% |
| 30D | -2.0% | +18.3% | -20.4% | -9.5% |
| 3M | +9.2% | +80.2% | -71.1% | -20.8% |
| 6M | -4.7% | +111.0% | -115.7% | -38.8% |
| YTD | -31.2% | +8.8% | -40.0% | -39.7% |
| 1Y | -30.6% | +2.2% | -32.8% | -37.5% |
| 3Y | +110.6% | -14.6% | +125.3% | +97.0% |
| 5Y | +16.4% | -53.8% | +70.2% | +37.7% |
| All | +47.6% | -24.8% | +72.4% | +17.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling