+116.4%
SOFI vs PLD
+31.5%
+85.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +2.0% |
| 7D | -3.3% | -0.8% | -2.5% | -2.6% |
| 30D | +3.5% | -0.3% | +3.8% | +3.6% |
| 3M | -10.4% | -8.0% | -2.4% | -4.5% |
| 6M | -0.6% | -9.8% | +9.2% | +6.1% |
| YTD | -38.1% | +1.8% | -39.9% | -40.7% |
| 1Y | -40.3% | +5.6% | -45.9% | -44.8% |
| 3Y | +116.4% | +33.3% | +83.2% | +60.0% |
| All | +116.4% | +31.5% | +85.0% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling