+329.6%
TSM vs SOFI
+43.1%
+286.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.2% | +3.5% | +2.6% |
| 7D | +6.0% | +5.6% | +0.4% | +4.9% |
| 30D | +4.5% | -2.0% | +6.5% | +4.8% |
| 3M | +3.1% | +9.2% | -6.1% | +1.1% |
| 6M | +30.2% | -4.7% | +34.9% | +30.2% |
| YTD | +45.2% | -31.2% | +76.4% | +53.1% |
| 1Y | +79.6% | -30.6% | +110.2% | +87.6% |
| 3Y | +411.0% | +110.6% | +300.3% | +329.7% |
| 5Y | +290.7% | +16.4% | +274.3% | +227.3% |
| All | +329.6% | +43.1% | +286.6% | +246.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling