+49.3%
SOFI vs PFE
+3.6%
+45.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.3% |
| 7D | +0.9% | +1.8% | -0.9% | +0.6% |
| 30D | -0.2% | +10.2% | -10.4% | -1.8% |
| 3M | +6.2% | +12.7% | -6.4% | +4.0% |
| 6M | -2.6% | +10.5% | -13.1% | -4.3% |
| YTD | -30.4% | +20.2% | -50.6% | -32.8% |
| 1Y | -28.2% | +24.1% | -52.3% | -31.3% |
| 3Y | +107.3% | -3.6% | +110.8% | +104.4% |
| 5Y | +20.2% | -20.9% | +41.0% | +25.3% |
| All | +49.3% | +3.6% | +45.8% | +56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling