-32.7%
SOFI vs PINS
-58.8%
+26.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.5% | -1.4% |
| 7D | -4.9% | +1.0% | -5.9% | -5.3% |
| 30D | +8.4% | -12.0% | +20.4% | +15.3% |
| 3M | -16.3% | -17.9% | +1.5% | -8.5% |
| 6M | +0.7% | -1.0% | +1.8% | -1.5% |
| YTD | -41.1% | -26.0% | -15.1% | -34.4% |
| 1Y | -45.7% | -28.5% | -17.2% | -38.4% |
| 3Y | +119.0% | -39.2% | +158.2% | +145.1% |
| All | -32.7% | -58.8% | +26.1% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling