+41.1%
SOFI vs PCG
+14.4%
+26.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.3% |
| 7D | -7.0% | +0.5% | -7.5% | -7.3% |
| 30D | -4.3% | -18.9% | +14.6% | +2.5% |
| 3M | +8.4% | -15.8% | +24.3% | +13.8% |
| 6M | -5.9% | -22.6% | +16.6% | +1.8% |
| YTD | -34.3% | -12.2% | -22.1% | -33.7% |
| 1Y | -32.6% | -7.1% | -25.5% | -34.3% |
| 3Y | +101.3% | -15.8% | +117.1% | +106.1% |
| 5Y | +12.6% | +53.3% | -40.8% | -7.4% |
| All | +41.1% | +14.4% | +26.7% | +31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 10y: compounded portfolio wealth divided by compounded PCG 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…
10y analysis · Full analysis span regression · 6 months rolling