+615.6%
PLTR vs SOFI
+37.6%
+578.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.6% |
| 7D | -4.1% | -4.9% | +0.9% | -2.1% |
| 30D | -2.2% | -3.5% | +1.2% | -1.1% |
| 3M | +27.6% | +3.9% | +23.7% | +24.6% |
| 6M | +10.3% | -6.5% | +16.8% | +11.9% |
| YTD | -5.9% | -33.8% | +27.9% | +9.1% |
| 1Y | +1.7% | -33.3% | +35.0% | +16.6% |
| 3Y | +959.1% | +94.6% | +864.5% | +651.9% |
| 5Y | +536.3% | +13.3% | +523.1% | +369.2% |
| All | +615.6% | +37.6% | +578.0% | +435.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling