+324.0%
TSM vs SOFI
+37.6%
+286.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +1.1% |
| 7D | +1.0% | -4.9% | +5.9% | +1.9% |
| 30D | +1.0% | -3.5% | +4.4% | +1.5% |
| 3M | +2.9% | +3.9% | -1.0% | +1.8% |
| 6M | +22.8% | -6.5% | +29.4% | +23.3% |
| YTD | +43.3% | -33.8% | +77.1% | +52.2% |
| 1Y | +69.2% | -33.3% | +102.5% | +78.0% |
| 3Y | +404.5% | +94.6% | +309.9% | +329.8% |
| 5Y | +282.2% | +13.3% | +268.9% | +222.0% |
| All | +324.0% | +37.6% | +286.4% | +244.8% |
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