-28.2%
SOFI vs TXT
-1.0%
-27.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | +0.9% | -4.8% | +5.7% | +2.9% |
| 30D | -0.2% | -10.6% | +10.5% | +4.4% |
| 3M | +6.2% | -13.2% | +19.4% | +12.2% |
| 6M | -2.6% | -20.3% | +17.8% | +5.5% |
| YTD | -30.4% | -9.3% | -21.2% | -29.6% |
| 1Y | -28.2% | -2.7% | -25.5% | -32.1% |
| All | -28.2% | -1.0% | -27.2% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 TXT 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