-33.3%
SOFI vs PINS
-46.0%
+12.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.2% |
| 7D | -4.9% | -6.6% | +1.7% | -3.1% |
| 30D | -3.5% | -16.8% | +13.4% | +1.5% |
| 3M | +3.9% | -11.4% | +15.3% | +6.8% |
| 6M | -6.5% | -1.7% | -4.8% | -7.1% |
| YTD | -33.8% | -26.4% | -7.4% | -30.5% |
| 1Y | -33.3% | -45.5% | +12.2% | -27.7% |
| All | -33.3% | -46.0% | +12.7% | -27.7% |
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 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