+94.6%
SOFI vs PANW
+164.6%
-70.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PANW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +3.0% | +1.8% |
| 7D | -4.9% | -0.8% | -4.2% | -4.6% |
| 30D | -3.5% | -14.6% | +11.1% | +3.6% |
| 3M | +3.9% | +18.3% | -14.4% | -7.0% |
| 6M | -6.5% | +100.5% | -107.0% | -38.2% |
| YTD | -33.8% | +79.5% | -113.3% | -53.7% |
| 1Y | -33.3% | +66.7% | -100.0% | -50.9% |
| 3Y | +94.6% | +161.2% | -66.6% | -3.0% |
| All | +94.6% | +164.6% | -70.0% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling