+34.2%
SOFI vs PLD
+53.9%
-19.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.0% |
| 7D | -2.4% | +0.8% | -3.2% | -2.9% |
| 30D | +3.6% | +0.5% | +3.1% | +3.1% |
| 3M | -9.7% | -5.5% | -4.2% | -5.4% |
| 6M | +3.9% | -8.3% | +12.3% | +10.0% |
| YTD | -37.5% | +4.3% | -41.8% | -41.2% |
| 1Y | -46.4% | +7.4% | -53.8% | -51.0% |
| 3Y | +135.9% | +37.1% | +98.8% | +71.5% |
| 5Y | -19.8% | +1.3% | -21.2% | -25.6% |
| All | +34.2% | +53.9% | -19.7% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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