+41.1%
SOFI vs PFE
+0.6%
+40.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -7.0% | -4.0% | -3.0% | -6.3% |
| 30D | -4.3% | +3.9% | -8.2% | -4.9% |
| 3M | +8.4% | +9.9% | -1.5% | +6.7% |
| 6M | -5.9% | +5.3% | -11.2% | -6.8% |
| YTD | -34.3% | +16.8% | -51.0% | -36.2% |
| 1Y | -32.6% | +20.4% | -53.0% | -35.1% |
| 3Y | +101.3% | -2.1% | +103.4% | +98.1% |
| 5Y | +12.6% | -21.0% | +33.5% | +18.4% |
| All | +41.1% | +0.6% | +40.4% | +48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE 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 PFE 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