+94.1%
TXN vs SOFI
+37.6%
+56.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.7% |
| 7D | +4.0% | -4.9% | +8.9% | +4.7% |
| 30D | -2.9% | -3.5% | +0.6% | -2.5% |
| 3M | -9.1% | +3.9% | -13.0% | -9.9% |
| 6M | +36.6% | -6.5% | +43.2% | +36.5% |
| YTD | +57.5% | -33.8% | +91.3% | +64.5% |
| 1Y | +49.5% | -33.3% | +82.8% | +54.7% |
| 3Y | +76.5% | +94.6% | -18.1% | +49.8% |
| 5Y | +62.4% | +13.3% | +49.1% | +35.7% |
| All | +94.1% | +37.6% | +56.6% | +58.6% |
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 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