+42.0%
SOFI vs PINS
-71.1%
+113.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | -0.1% |
| 7D | -4.9% | -6.6% | +1.7% | -1.8% |
| 30D | -3.5% | -16.8% | +13.4% | +5.5% |
| 3M | +3.9% | -11.4% | +15.3% | +8.8% |
| 6M | -6.5% | -1.7% | -4.8% | -7.9% |
| YTD | -33.8% | -26.4% | -7.4% | -25.7% |
| 1Y | -33.3% | -45.5% | +12.2% | -14.4% |
| 3Y | +94.6% | -31.7% | +126.4% | +105.3% |
| 5Y | +13.3% | -64.9% | +78.2% | +50.5% |
| All | +42.0% | -71.1% | +113.1% | +61.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling