+13.0%
SOFI vs PLTU
+142.1%
-129.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.7% | +3.5% | -0.1% |
| 7D | +5.6% | -11.6% | +17.2% | +8.0% |
| 30D | -2.0% | -4.6% | +2.6% | -1.8% |
| 3M | +9.2% | +33.7% | -24.6% | -4.2% |
| 6M | -4.7% | -9.4% | +4.7% | -9.9% |
| YTD | -31.2% | -34.7% | +3.5% | -31.1% |
| 1Y | -30.6% | -23.2% | -7.4% | -34.1% |
| All | +13.0% | +142.1% | -129.2% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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