+41.1%
SOFI vs TER
+210.3%
-169.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.5% | +2.8% | +1.0% |
| 7D | -7.0% | +9.4% | -16.4% | -11.2% |
| 30D | -4.3% | -2.4% | -1.9% | -4.1% |
| 3M | +8.4% | +6.5% | +1.9% | -1.3% |
| 6M | -5.9% | +23.2% | -29.1% | -23.8% |
| YTD | -34.3% | +91.5% | -125.7% | -59.6% |
| 1Y | -32.6% | +214.8% | -247.4% | -70.0% |
| 3Y | +101.3% | +275.3% | -174.1% | -29.0% |
| 5Y | +12.6% | +211.9% | -199.4% | -56.5% |
| All | +41.1% | +210.3% | -169.2% | -47.3% |
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