+10.5%
SOFI vs TMUS
+42.2%
-31.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.4% | -1.4% | -3.3% |
| 7D | -2.9% | -5.3% | +2.5% | -1.7% |
| 30D | -4.4% | +0.1% | -4.5% | -4.4% |
| 3M | +5.2% | -0.6% | +5.8% | +4.7% |
| 6M | -7.8% | -17.5% | +9.8% | -3.7% |
| YTD | -33.8% | -11.3% | -22.6% | -33.0% |
| 1Y | -33.3% | -25.4% | -7.9% | -27.8% |
| 3Y | +102.7% | +35.5% | +67.2% | +53.2% |
| 5Y | +10.5% | +41.9% | -31.4% | -13.1% |
| All | +10.5% | +42.2% | -31.7% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling