+156.2%
SOFI vs TLN
+602.5%
-446.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.8% | -3.9% | -2.2% |
| 7D | +5.6% | +10.9% | -5.3% | +1.4% |
| 30D | -2.0% | -6.3% | +4.3% | +0.2% |
| 3M | +9.2% | -10.7% | +19.8% | +12.6% |
| 6M | -4.7% | +1.6% | -6.3% | -7.5% |
| YTD | -31.2% | -13.1% | -18.1% | -29.9% |
| 1Y | -30.6% | -15.1% | -15.6% | -28.8% |
| 3Y | +110.6% | +495.0% | -384.4% | +4.5% |
| All | +156.2% | +602.5% | -446.3% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TLN.
Daily Out/Under-Performance
Portfolio return minus TLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLN 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 TLN 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