+628.7%
PLTR vs SOFI
+43.1%
+585.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -1.8% |
| 7D | -5.3% | +5.6% | -11.0% | -7.5% |
| 30D | -1.0% | -2.0% | +1.0% | -0.5% |
| 3M | +24.8% | +9.2% | +15.6% | +19.4% |
| 6M | +8.4% | -4.7% | +13.1% | +9.1% |
| YTD | -4.2% | -31.2% | +27.0% | +9.4% |
| 1Y | +9.1% | -30.6% | +39.7% | +23.0% |
| 3Y | +1,025.6% | +110.6% | +914.9% | +675.3% |
| 5Y | +565.8% | +16.4% | +549.3% | +383.7% |
| All | +628.7% | +43.1% | +585.7% | +436.5% |
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