+41.1%
SOFI vs TT
+227.5%
-186.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | +0.1% |
| 7D | -7.0% | -1.0% | -6.1% | -6.3% |
| 30D | -4.3% | -8.9% | +4.6% | +3.0% |
| 3M | +8.4% | -1.8% | +10.3% | +9.1% |
| 6M | -5.9% | +1.9% | -7.8% | -9.0% |
| YTD | -34.3% | +13.8% | -48.1% | -42.8% |
| 1Y | -32.6% | +6.1% | -38.7% | -37.9% |
| 3Y | +101.3% | +119.6% | -18.3% | +0.2% |
| 5Y | +12.6% | +145.9% | -133.3% | -53.9% |
| All | +41.1% | +227.5% | -186.5% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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