+47.6%
SOFI vs PINS
-69.5%
+117.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.5% |
| 7D | +5.6% | -5.2% | +10.9% | +8.5% |
| 30D | -2.0% | -14.9% | +12.9% | +5.9% |
| 3M | +9.2% | -8.4% | +17.6% | +12.7% |
| 6M | -4.7% | +0.6% | -5.4% | -7.0% |
| YTD | -31.2% | -22.2% | -9.0% | -24.8% |
| 1Y | -30.6% | -46.9% | +16.3% | -9.4% |
| 3Y | +110.6% | -26.9% | +137.5% | +115.0% |
| 5Y | +16.4% | -63.0% | +79.4% | +50.9% |
| All | +47.6% | -69.5% | +117.1% | +63.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling