+69.9%
T vs SOFI
+37.6%
+32.4%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.4% | +2.0% |
| 7D | +1.5% | -4.9% | +6.4% | +1.5% |
| 30D | +7.5% | -3.5% | +10.9% | +7.5% |
| 3M | +14.8% | +3.9% | +10.9% | +14.7% |
| 6M | -1.7% | -6.5% | +4.8% | -1.8% |
| YTD | +8.7% | -33.8% | +42.5% | +9.3% |
| 1Y | -7.5% | -33.3% | +25.8% | -7.1% |
| 3Y | +110.2% | +94.6% | +15.6% | +104.0% |
| 5Y | +71.6% | +13.3% | +58.4% | +61.9% |
| All | +69.9% | +37.6% | +32.4% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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