+10.5%
SOFI vs TER
+229.2%
-218.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -5.2% |
| 7D | -2.9% | +12.4% | -15.2% | -8.3% |
| 30D | -4.4% | +5.1% | -9.5% | -7.5% |
| 3M | +5.2% | +4.0% | +1.3% | -2.8% |
| 6M | -7.8% | +29.5% | -37.3% | -27.2% |
| YTD | -33.8% | +98.5% | -132.3% | -60.1% |
| 1Y | -33.3% | +234.1% | -267.4% | -71.5% |
| 3Y | +102.7% | +289.0% | -186.3% | -31.7% |
| 5Y | +10.5% | +228.2% | -217.7% | -56.5% |
| All | +10.5% | +229.2% | -218.8% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling