+41.6%
TXN vs SOFI
-25.1%
+66.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.6% | +3.4% | +1.9% |
| 7D | -0.1% | +0.9% | -1.0% | -0.2% |
| 30D | -6.9% | -0.2% | -6.8% | -6.9% |
| 3M | -14.9% | +6.2% | -21.2% | -15.2% |
| 6M | +29.0% | -2.6% | +31.6% | +27.7% |
| YTD | +51.5% | -30.4% | +81.9% | +50.9% |
| 1Y | +41.6% | -28.2% | +69.8% | +43.1% |
| All | +41.6% | -25.1% | +66.7% | +43.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling