+144.5%
SOFI vs PDD
-27.2%
+171.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.0% | +6.4% | +3.8% |
| 7D | +0.9% | -1.4% | +2.3% | +1.1% |
| 30D | +6.0% | -1.0% | +7.1% | +6.1% |
| 3M | -8.9% | -12.3% | +3.4% | -7.3% |
| 6M | +6.3% | -18.5% | +24.9% | +8.9% |
| YTD | -36.0% | -29.0% | -7.0% | -33.3% |
| 1Y | -40.6% | -40.7% | +0.1% | -36.8% |
| 3Y | +144.5% | -25.7% | +170.2% | +137.0% |
| All | +144.5% | -27.2% | +171.7% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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