+26.4%
SOFI vs TMUS
+33.1%
-6.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | -4.9% | +4.9% | -9.8% | -5.8% |
| 30D | +8.4% | +7.7% | +0.7% | +6.6% |
| 3M | -16.3% | -6.8% | -9.5% | -15.3% |
| 6M | +0.7% | -9.7% | +10.4% | +2.1% |
| YTD | -41.1% | -15.0% | -26.1% | -40.0% |
| 1Y | -45.7% | -19.1% | -26.6% | -43.6% |
| 3Y | +119.0% | +21.4% | +97.6% | +74.2% |
| 5Y | -32.2% | +51.2% | -83.4% | -50.3% |
| All | +26.4% | +33.1% | -6.7% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 10y: compounded portfolio wealth divided by compounded TMUS 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…
10y analysis · Full analysis span regression · 6 months rolling