+41.1%
SOFI vs PAAS
+55.4%
-14.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | +0.8% |
| 7D | -7.0% | -3.7% | -3.3% | -5.9% |
| 30D | -4.3% | -1.9% | -2.4% | -4.0% |
| 3M | +8.4% | +15.1% | -6.6% | +2.5% |
| 6M | -5.9% | -17.1% | +11.2% | -1.5% |
| YTD | -34.3% | -1.3% | -32.9% | -36.3% |
| 1Y | -32.6% | +41.1% | -73.6% | -43.3% |
| 3Y | +101.3% | +244.2% | -142.9% | +12.1% |
| 5Y | +12.6% | +120.8% | -108.3% | -28.5% |
| All | +41.1% | +55.4% | -14.3% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded PAAS 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling