+41.1%
SOFI vs TNA
-1.3%
+42.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.0% | +2.3% | +1.1% |
| 7D | -7.0% | -7.6% | +0.6% | -2.7% |
| 30D | -4.3% | -13.6% | +9.3% | +4.5% |
| 3M | +8.4% | +2.8% | +5.6% | +6.9% |
| 6M | -5.9% | +34.5% | -40.4% | -22.1% |
| YTD | -34.3% | +41.0% | -75.3% | -47.6% |
| 1Y | -32.6% | +52.0% | -84.6% | -48.9% |
| 3Y | +101.3% | +103.5% | -2.2% | +18.5% |
| 5Y | +12.6% | -22.5% | +35.1% | -0.2% |
| All | +41.1% | -1.3% | +42.4% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TNA.
Daily Out/Under-Performance
Portfolio return minus TNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TNA 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 TNA 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