+119.0%
SOFI vs PAAS
+195.7%
-76.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.2% |
| 7D | -4.9% | -8.9% | +4.0% | -2.1% |
| 30D | +8.4% | -11.4% | +19.8% | +12.5% |
| 3M | -16.3% | -20.4% | +4.1% | -10.4% |
| 6M | +0.7% | -40.7% | +41.4% | +16.1% |
| YTD | -41.1% | -26.9% | -14.2% | -37.2% |
| 1Y | -45.7% | -3.1% | -42.6% | -47.2% |
| 3Y | +119.0% | +199.3% | -80.2% | +27.1% |
| All | +119.0% | +195.7% | -76.6% | +27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling