+49.3%
SOFI vs TMF
-89.8%
+139.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -1.9% | -1.6% |
| 7D | +0.9% | -1.4% | +2.3% | +1.1% |
| 30D | -0.2% | -2.8% | +2.7% | +0.2% |
| 3M | +6.2% | -10.9% | +17.1% | +7.8% |
| 6M | -2.6% | -21.3% | +18.8% | +0.1% |
| YTD | -30.4% | -15.9% | -14.5% | -29.1% |
| 1Y | -28.2% | -15.7% | -12.5% | -27.0% |
| 3Y | +107.3% | -43.4% | +150.6% | +114.3% |
| 5Y | +20.2% | -87.8% | +107.9% | +20.3% |
| All | +49.3% | -89.8% | +139.1% | -5.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling