-33.3%
SOFI vs PAYC
-0.1%
-33.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.4% |
| 7D | -4.9% | -5.5% | +0.6% | -4.1% |
| 30D | -3.5% | +3.8% | -7.2% | -4.0% |
| 3M | +3.9% | +65.8% | -61.9% | -7.2% |
| 6M | -6.5% | +68.7% | -75.2% | -17.4% |
| YTD | -33.8% | +38.3% | -72.2% | -35.0% |
| 1Y | -33.3% | -2.4% | -30.9% | -15.8% |
| All | -33.3% | -0.1% | -33.2% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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