-40.8%
SOFI vs TXG
+406.9%
-447.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.4% | +0.2% | +2.6% |
| 7D | +1.4% | -19.3% | +20.7% | +7.5% |
| 30D | +9.2% | -30.9% | +40.1% | +20.0% |
| 3M | -7.1% | +41.1% | -48.1% | -19.6% |
| 6M | +7.3% | +211.9% | -204.6% | -28.9% |
| YTD | -33.6% | +314.0% | -347.6% | -60.7% |
| 1Y | -40.8% | +405.4% | -446.2% | -68.1% |
| All | -40.8% | +406.9% | -447.7% | -68.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXG.
Daily Out/Under-Performance
Portfolio return minus TXG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXG 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 TXG 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