-32.6%
SOFI vs TMF
-25.6%
-6.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.7% |
| 7D | -7.0% | -4.8% | -2.2% | -5.2% |
| 30D | -4.3% | -4.9% | +0.6% | -2.3% |
| 3M | +8.4% | -13.4% | +21.9% | +14.3% |
| 6M | -5.9% | -23.0% | +17.1% | -1.2% |
| YTD | -34.3% | -20.2% | -14.1% | -31.0% |
| 1Y | -32.6% | -26.5% | -6.1% | -26.8% |
| All | -32.6% | -25.6% | -6.9% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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