-10.0%
PLTR vs SOFI
-40.7%
+30.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.6% | -5.7% | -3.8% |
| 7D | -12.8% | +1.4% | -14.2% | -13.3% |
| 30D | -9.3% | +9.2% | -18.5% | -13.4% |
| 3M | +5.6% | -7.1% | +12.6% | +8.8% |
| 6M | +17.6% | +7.3% | +10.3% | +12.4% |
| YTD | -3.4% | -33.6% | +30.2% | +11.8% |
| 1Y | -10.0% | -40.8% | +30.8% | +9.2% |
| All | -10.0% | -40.7% | +30.7% | +9.2% |
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