+76.5%
TXN vs SOFI
+100.2%
-23.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.7% |
| 7D | +4.0% | -4.9% | +8.9% | +4.9% |
| 30D | -2.9% | -3.5% | +0.6% | -2.4% |
| 3M | -9.1% | +3.9% | -13.0% | -10.1% |
| 6M | +36.6% | -6.5% | +43.2% | +36.4% |
| YTD | +57.5% | -33.8% | +91.3% | +66.6% |
| 1Y | +49.5% | -33.3% | +82.8% | +55.7% |
| 3Y | +76.5% | +94.6% | -18.1% | +33.9% |
| All | +76.5% | +100.2% | -23.7% | +33.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling