+49.3%
SOFI vs PLD
+61.1%
-11.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.0% |
| 7D | +0.9% | -2.4% | +3.3% | +2.9% |
| 30D | -0.2% | -2.4% | +2.3% | +1.9% |
| 3M | +6.2% | -3.8% | +10.0% | +8.4% |
| 6M | -2.6% | 0.0% | -2.6% | -4.1% |
| YTD | -30.4% | +9.2% | -39.6% | -36.9% |
| 1Y | -28.2% | +25.9% | -54.1% | -43.1% |
| 3Y | +107.3% | +21.3% | +86.0% | +68.8% |
| 5Y | +20.2% | +14.1% | +6.1% | +1.8% |
| All | +49.3% | +61.1% | -11.8% | -15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling