-30.6%
SOFI vs TSLL
-24.5%
-6.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSLL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.9% | -9.0% | -3.3% |
| 7D | +5.6% | +5.8% | -0.2% | +3.5% |
| 30D | -2.0% | +21.7% | -23.7% | -7.8% |
| 3M | +9.2% | -28.2% | +37.4% | +14.2% |
| 6M | -4.7% | -29.5% | +24.7% | -2.5% |
| YTD | -31.2% | -47.5% | +16.3% | -23.5% |
| 1Y | -30.6% | -20.8% | -9.8% | -28.5% |
| All | -30.6% | -24.5% | -6.1% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TSLL.
Daily Out/Under-Performance
Portfolio return minus TSLL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSLL 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 TSLL 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