+119.0%
SOFI vs TLT
+3.5%
+115.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | -4.9% | -3.1% | -1.8% | -3.3% |
| 30D | +8.4% | +1.0% | +7.4% | +7.9% |
| 3M | -16.3% | -2.7% | -13.6% | -15.2% |
| 6M | +0.7% | -4.1% | +4.9% | +3.1% |
| YTD | -41.1% | -5.4% | -35.7% | -39.5% |
| 1Y | -45.7% | -7.0% | -38.7% | -43.9% |
| 3Y | +119.0% | +2.8% | +116.2% | +104.1% |
| All | +119.0% | +3.5% | +115.5% | +104.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling