+32.3%
SOFI vs TPG
+74.1%
-41.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.6% |
| 7D | -4.9% | -9.4% | +4.5% | +2.4% |
| 30D | -3.5% | -5.3% | +1.8% | +0.2% |
| 3M | +3.9% | +12.9% | -9.0% | -6.1% |
| 6M | -6.5% | +20.1% | -26.6% | -19.6% |
| YTD | -33.8% | -22.5% | -11.3% | -21.6% |
| 1Y | -33.3% | -19.7% | -13.6% | -24.0% |
| 3Y | +94.6% | +81.2% | +13.4% | +18.8% |
| All | +32.3% | +74.1% | -41.8% | -21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling