+11.6%
PLTR vs SOFI
-25.1%
+36.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.6% | -2.9% | -3.7% |
| 7D | -6.4% | +0.9% | -7.3% | -6.9% |
| 30D | +10.0% | -0.2% | +10.2% | +9.8% |
| 3M | +23.0% | +6.2% | +16.8% | +18.3% |
| 6M | +13.8% | -2.6% | +16.4% | +13.0% |
| YTD | -1.9% | -30.4% | +28.5% | +12.0% |
| 1Y | +11.6% | -28.2% | +39.9% | +26.4% |
| All | +11.6% | -25.1% | +36.8% | +26.4% |
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