+42.0%
SOFI vs TSN
-2.0%
+44.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.5% |
| 7D | -4.9% | +3.0% | -8.0% | -5.3% |
| 30D | -3.5% | -4.2% | +0.7% | -3.1% |
| 3M | +3.9% | -3.9% | +7.8% | +4.3% |
| 6M | -6.5% | -9.8% | +3.3% | -6.0% |
| YTD | -33.8% | -7.3% | -26.6% | -33.8% |
| 1Y | -33.3% | -2.2% | -31.1% | -34.0% |
| 3Y | +94.6% | +11.9% | +82.7% | +85.2% |
| 5Y | +13.3% | -16.9% | +30.2% | +22.0% |
| All | +42.0% | -2.0% | +44.0% | +108.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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