+26.4%
SOFI vs TER
+109.2%
-82.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.0% | +1.1% |
| 7D | -4.9% | +14.4% | -19.2% | -11.0% |
| 30D | +8.4% | -30.6% | +39.0% | +25.7% |
| 3M | -16.3% | -39.2% | +22.9% | +1.0% |
| 6M | +0.7% | -31.3% | +32.0% | +7.1% |
| YTD | -41.1% | +29.1% | -70.2% | -58.1% |
| 1Y | -45.7% | +47.4% | -93.1% | -64.3% |
| 3Y | +119.0% | +191.2% | -72.2% | -18.9% |
| 5Y | -32.2% | +74.0% | -106.2% | -66.6% |
| All | +26.4% | +109.2% | -82.8% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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