+94.6%
SOFI vs TRGP
+260.3%
-165.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -4.9% | +0.1% | -5.0% | -5.0% |
| 30D | -3.5% | +8.0% | -11.5% | -7.8% |
| 3M | +3.9% | +8.3% | -4.4% | -2.3% |
| 6M | -6.5% | +23.9% | -30.4% | -21.0% |
| YTD | -33.8% | +59.6% | -93.5% | -53.7% |
| 1Y | -33.3% | +79.4% | -112.7% | -58.3% |
| 3Y | +94.6% | +269.4% | -174.8% | -12.9% |
| All | +94.6% | +260.3% | -165.7% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 3y: compounded portfolio wealth divided by compounded TRGP 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…
3y analysis · Full analysis span regression · 6 months rolling