-28.2%
SOFI vs PANW
+74.0%
-102.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | +0.9% | -10.3% | +11.2% | +5.4% |
| 30D | -0.2% | -8.1% | +7.9% | +2.5% |
| 3M | +6.2% | +19.3% | -13.1% | -4.9% |
| 6M | -2.6% | +110.2% | -112.7% | -35.7% |
| YTD | -30.4% | +80.9% | -111.3% | -49.0% |
| 1Y | -28.2% | +73.3% | -101.5% | -44.7% |
| All | -28.2% | +74.0% | -102.2% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PANW.
Daily Out/Under-Performance
Portfolio return minus PANW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PANW 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 1y: compounded portfolio wealth divided by compounded PANW 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…
1y analysis · Full analysis span regression · 6 months rolling