+49.3%
SOFI vs PCG
+16.6%
+32.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.4% | -4.0% | -2.5% |
| 7D | +0.9% | -13.9% | +14.7% | +5.6% |
| 30D | -0.2% | -16.9% | +16.7% | +5.8% |
| 3M | +6.2% | -14.7% | +21.0% | +10.8% |
| 6M | -2.6% | -23.8% | +21.3% | +6.4% |
| YTD | -30.4% | -10.5% | -19.9% | -30.3% |
| 1Y | -28.2% | -5.1% | -23.1% | -30.7% |
| 3Y | +107.3% | -11.6% | +118.9% | +107.6% |
| 5Y | +20.2% | +59.0% | -38.8% | -2.2% |
| All | +49.3% | +16.6% | +32.8% | +38.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling