+15.4%
SOFI vs TGT
-25.8%
+41.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.9% | -5.2% | +0.3% | -2.5% |
| 30D | -3.5% | +1.2% | -4.6% | -4.1% |
| 3M | +3.9% | +18.4% | -14.5% | -4.8% |
| 6M | -6.5% | +33.4% | -40.0% | -19.8% |
| YTD | -33.8% | +63.8% | -97.7% | -49.0% |
| 1Y | -33.3% | +77.2% | -110.4% | -50.7% |
| 3Y | +94.6% | +41.8% | +52.8% | +46.1% |
| All | +15.4% | -25.8% | +41.2% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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