+49.3%
SOFI vs PDD
-53.5%
+102.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.3% | -1.8% |
| 7D | +0.9% | -4.1% | +4.9% | +2.0% |
| 30D | -0.2% | -9.6% | +9.4% | +2.4% |
| 3M | +6.2% | -4.3% | +10.5% | +7.0% |
| 6M | -2.6% | -18.8% | +16.2% | +2.0% |
| YTD | -30.4% | -27.5% | -2.9% | -24.9% |
| 1Y | -28.2% | -33.6% | +5.4% | -20.7% |
| 3Y | +107.3% | -20.4% | +127.7% | +100.5% |
| 5Y | +20.2% | -19.6% | +39.8% | +7.6% |
| All | +49.3% | -53.5% | +102.8% | +68.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling