+49.3%
SOFI vs TER
+199.3%
-149.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.5% | -7.1% | -4.2% |
| 7D | +0.9% | +0.6% | +0.3% | +0.5% |
| 30D | -0.2% | -8.3% | +8.1% | +3.1% |
| 3M | +6.2% | -12.2% | +18.5% | +6.7% |
| 6M | -2.6% | +17.1% | -19.6% | -19.5% |
| YTD | -30.4% | +84.7% | -115.1% | -56.4% |
| 1Y | -28.2% | +199.9% | -228.1% | -67.3% |
| 3Y | +107.3% | +232.8% | -125.5% | -21.1% |
| 5Y | +20.2% | +198.6% | -178.4% | -52.5% |
| All | +49.3% | +199.3% | -149.9% | -43.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling