-33.3%
SOFI vs PCG
-8.8%
-24.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.3% | +0.5% |
| 7D | -4.9% | -3.5% | -1.4% | -5.1% |
| 30D | -3.5% | -20.6% | +17.1% | -4.5% |
| 3M | +3.9% | -17.6% | +21.5% | +3.7% |
| 6M | -6.5% | -23.5% | +17.0% | -7.1% |
| YTD | -33.8% | -13.6% | -20.2% | -34.1% |
| 1Y | -33.3% | -11.3% | -21.9% | -31.4% |
| All | -33.3% | -8.8% | -24.4% | -31.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling