-28.2%
SOFI vs PINS
-45.1%
+16.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -1.0% |
| 7D | +0.9% | -12.0% | +12.9% | +4.5% |
| 30D | -0.2% | -12.7% | +12.5% | +3.5% |
| 3M | +6.2% | -5.5% | +11.8% | +7.3% |
| 6M | -2.6% | +5.3% | -7.8% | -5.0% |
| YTD | -30.4% | -21.2% | -9.2% | -28.2% |
| 1Y | -28.2% | -45.0% | +16.8% | -20.4% |
| All | -28.2% | -45.1% | +16.9% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 1y: compounded portfolio wealth divided by compounded PINS 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…
1y analysis · Full analysis span regression · 6 months rolling