+8.2%
SOFI vs PLTD
-76.7%
+84.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -2.9% | +0.4% |
| 7D | -7.0% | +9.9% | -16.9% | -2.8% |
| 30D | -4.3% | +3.8% | -8.1% | -1.9% |
| 3M | +8.4% | -32.3% | +40.7% | -5.8% |
| 6M | -5.9% | -25.9% | +20.0% | -11.4% |
| YTD | -34.3% | -16.4% | -17.9% | -33.0% |
| 1Y | -32.6% | -25.2% | -7.4% | -32.1% |
| All | +8.2% | -76.7% | +84.9% | -29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling