+119.0%
SOFI vs PINS
-38.3%
+157.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -4.9% | +1.0% | -5.9% | -5.2% |
| 30D | +8.4% | -12.0% | +20.4% | +13.8% |
| 3M | -16.3% | -17.9% | +1.5% | -10.2% |
| 6M | +0.7% | -1.0% | +1.8% | -0.7% |
| YTD | -41.1% | -26.0% | -15.1% | -35.4% |
| 1Y | -45.7% | -28.5% | -17.2% | -39.6% |
| 3Y | +119.0% | -39.2% | +158.2% | +124.4% |
| All | +119.0% | -38.3% | +157.3% | +124.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling