-33.3%
SOFI vs PLTD
-25.5%
-7.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.4% | +0.3% |
| 7D | -4.9% | +4.2% | -9.2% | -3.1% |
| 30D | -3.5% | +0.7% | -4.2% | -2.5% |
| 3M | +3.9% | -32.4% | +36.3% | -9.3% |
| 6M | -6.5% | -26.2% | +19.7% | -10.6% |
| YTD | -33.8% | -17.0% | -16.8% | -29.9% |
| 1Y | -33.3% | -26.7% | -6.6% | -31.3% |
| All | -33.3% | -25.5% | -7.8% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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