-46.7%
SOFI vs PANW
+46.2%
-92.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -9.6% | +1.9% | -4.2% |
| 7D | -8.9% | -17.3% | +8.4% | -2.5% |
| 30D | +1.8% | -25.1% | +26.8% | +12.6% |
| 3M | -12.1% | -13.2% | +1.1% | -9.1% |
| 6M | +0.1% | +71.0% | -70.9% | -23.4% |
| YTD | -38.7% | +70.8% | -109.6% | -53.2% |
| 1Y | -46.7% | +47.6% | -94.3% | -51.8% |
| All | -46.7% | +46.2% | -92.9% | -51.8% |
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