+110.6%
SOFI vs PLD
+23.3%
+87.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.8% |
| 7D | +5.6% | -0.9% | +6.5% | +6.3% |
| 30D | -2.0% | -1.2% | -0.8% | -1.1% |
| 3M | +9.2% | -2.3% | +11.5% | +10.0% |
| 6M | -4.7% | +4.5% | -9.2% | -9.8% |
| YTD | -31.2% | +10.1% | -41.3% | -38.2% |
| 1Y | -30.6% | +25.9% | -56.5% | -45.5% |
| 3Y | +110.6% | +24.4% | +86.2% | +69.9% |
| All | +110.6% | +23.3% | +87.3% | +69.9% |
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 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