+42.0%
SOFI vs PAAS
+62.3%
-20.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.7% | -7.5% | -5.0% |
| 7D | -2.9% | +2.6% | -5.5% | -3.8% |
| 30D | -4.4% | +2.5% | -6.8% | -5.5% |
| 3M | +5.2% | +15.1% | -9.9% | -0.5% |
| 6M | -7.8% | -12.1% | +4.3% | -5.3% |
| YTD | -33.8% | +3.1% | -36.9% | -36.8% |
| 1Y | -33.3% | +50.8% | -84.1% | -45.2% |
| 3Y | +102.7% | +259.5% | -156.8% | +11.3% |
| 5Y | +10.5% | +126.3% | -115.9% | -30.4% |
| All | +42.0% | +62.3% | -20.3% | +1.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling