-32.6%
SOFI vs TLT
-5.5%
-27.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | +0.7% |
| 7D | -7.0% | -1.6% | -5.5% | -5.3% |
| 30D | -4.3% | -1.3% | -2.9% | -2.6% |
| 3M | +8.4% | -3.7% | +12.2% | +13.5% |
| 6M | -5.9% | -6.4% | +0.4% | -1.9% |
| YTD | -34.3% | -4.5% | -29.8% | -31.6% |
| 1Y | -32.6% | -5.9% | -26.7% | -26.4% |
| All | -32.6% | -5.5% | -27.1% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 1y: compounded portfolio wealth divided by compounded TLT 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…
1y analysis · Full analysis span regression · 6 months rolling