+0.7%
SOFI vs PLTD
-34.3%
+35.1%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.5% | -0.6% |
| 7D | -4.9% | -4.8% | -0.1% | -6.2% |
| 30D | +8.4% | +16.9% | -8.4% | +14.6% |
| 3M | -16.3% | +2.6% | -18.9% | -14.3% |
| 6M | +0.7% | -36.2% | +37.0% | -5.4% |
| All | +0.7% | -34.3% | +35.1% | -5.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling