+41.1%
SOFI vs TPR
+313.3%
-272.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.7% |
| 7D | -7.0% | -5.1% | -1.9% | -4.3% |
| 30D | -4.3% | -27.6% | +23.3% | +12.4% |
| 3M | +8.4% | -17.5% | +25.9% | +17.3% |
| 6M | -5.9% | -21.3% | +15.4% | +3.5% |
| YTD | -34.3% | -8.5% | -25.8% | -35.0% |
| 1Y | -32.6% | +11.5% | -44.0% | -41.3% |
| 3Y | +101.3% | +288.0% | -186.7% | -21.3% |
| 5Y | +12.6% | +225.2% | -212.6% | -53.0% |
| All | +41.1% | +313.3% | -272.2% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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