+42.0%
SOFI vs PLD
+59.2%
-17.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.7% | -2.1% |
| 7D | -2.9% | -0.7% | -2.2% | -2.2% |
| 30D | -4.4% | -2.2% | -2.1% | -2.5% |
| 3M | +5.2% | -7.4% | +12.6% | +11.2% |
| 6M | -7.8% | +1.9% | -9.7% | -10.7% |
| YTD | -33.8% | +7.9% | -41.7% | -39.4% |
| 1Y | -33.3% | +25.1% | -58.4% | -46.8% |
| 3Y | +102.7% | +21.9% | +80.8% | +64.5% |
| 5Y | +10.5% | +16.3% | -5.9% | -7.1% |
| All | +42.0% | +59.2% | -17.1% | -18.9% |
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