-33.3%
SOFI vs TXG
+453.6%
-486.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.7% | -0.4% |
| 7D | -4.9% | +9.5% | -14.4% | -7.7% |
| 30D | -3.5% | +18.8% | -22.2% | -8.4% |
| 3M | +3.9% | +136.1% | -132.2% | -20.7% |
| 6M | -6.5% | +235.2% | -241.8% | -36.0% |
| YTD | -33.8% | +320.5% | -354.4% | -58.2% |
| 1Y | -33.3% | +425.2% | -458.5% | -61.5% |
| All | -33.3% | +453.6% | -486.9% | -61.5% |
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