-46.7%
SOFI vs TPG
-8.6%
-38.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -6.8% | -0.9% | -4.0% |
| 7D | -8.9% | -2.5% | -6.4% | -7.5% |
| 30D | +1.8% | +3.9% | -2.2% | -0.4% |
| 3M | -12.1% | -1.4% | -10.7% | -11.7% |
| 6M | +0.1% | +5.0% | -4.8% | -2.9% |
| YTD | -38.7% | -24.0% | -14.7% | -36.7% |
| 1Y | -46.7% | -8.3% | -38.4% | -50.1% |
| All | -46.7% | -8.6% | -38.1% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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