+47.6%
SOFI vs TFC
+36.5%
+11.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +1.0% | +0.5% |
| 7D | +5.6% | +2.2% | +3.4% | +3.9% |
| 30D | -2.0% | -2.5% | +0.5% | -0.3% |
| 3M | +9.2% | +4.5% | +4.6% | +4.6% |
| 6M | -4.7% | +11.0% | -15.7% | -13.1% |
| YTD | -31.2% | +5.9% | -37.1% | -35.1% |
| 1Y | -30.6% | +14.6% | -45.2% | -38.5% |
| 3Y | +110.6% | +96.7% | +13.9% | +31.0% |
| 5Y | +16.4% | +15.6% | +0.8% | +0.1% |
| All | +47.6% | +36.5% | +11.1% | +2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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