-40.8%
SOFI vs PLUG
-44.1%
+3.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | +0.1% | +2.8% |
| 7D | +1.4% | +2.8% | -1.4% | +0.7% |
| 30D | +9.2% | -22.8% | +31.9% | +15.2% |
| 3M | -7.1% | -32.4% | +25.3% | +0.8% |
| 6M | +7.3% | -53.4% | +60.6% | +21.6% |
| YTD | -33.6% | -25.9% | -7.7% | -37.1% |
| 1Y | -40.8% | -42.1% | +1.2% | -39.5% |
| All | -40.8% | -44.1% | +3.2% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 PLUG 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