-33.3%
SOFI vs PLD
+23.6%
-56.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.0% | -1.7% | -3.1% |
| 7D | -2.9% | -0.7% | -2.2% | -2.6% |
| 30D | -4.4% | -2.2% | -2.1% | -3.7% |
| 3M | +5.2% | -7.4% | +12.6% | +8.0% |
| 6M | -7.8% | +1.9% | -9.7% | -9.7% |
| YTD | -33.8% | +7.9% | -41.7% | -36.6% |
| 1Y | -33.3% | +25.1% | -58.4% | -37.9% |
| All | -33.3% | +23.6% | -56.9% | -37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling