+94.6%
SOFI vs PAYC
-21.6%
+116.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.3% | -0.7% | +0.2% |
| 7D | -4.9% | -5.5% | +0.6% | -3.2% |
| 30D | -3.5% | +3.8% | -7.2% | -4.7% |
| 3M | +3.9% | +65.8% | -61.9% | -14.9% |
| 6M | -6.5% | +68.7% | -75.2% | -24.7% |
| YTD | -33.8% | +38.3% | -72.2% | -42.5% |
| 1Y | -33.3% | -2.4% | -30.9% | -32.9% |
| 3Y | +94.6% | -21.5% | +116.2% | +122.5% |
| All | +94.6% | -21.6% | +116.2% | +122.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling