+547.4%
PLTR vs SOFI
+13.0%
+534.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -4.1% | -4.9% | +0.9% | -1.5% |
| 30D | -2.2% | -3.5% | +1.2% | -0.9% |
| 3M | +27.6% | +3.9% | +23.7% | +23.6% |
| 6M | +10.3% | -6.5% | +16.8% | +11.8% |
| YTD | -5.9% | -33.8% | +27.9% | +13.0% |
| 1Y | +1.7% | -33.3% | +35.0% | +19.8% |
| 3Y | +959.1% | +94.6% | +864.5% | +546.8% |
| All | +547.4% | +13.0% | +534.4% | +342.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling