+110.6%
SOFI vs PLUG
-72.4%
+183.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.1% | -5.3% | -1.8% |
| 7D | +5.6% | +8.1% | -2.5% | +4.2% |
| 30D | -2.0% | +3.7% | -5.7% | -2.6% |
| 3M | +9.2% | -29.2% | +38.3% | +15.0% |
| 6M | -4.7% | +6.1% | -10.8% | -8.1% |
| YTD | -31.2% | +14.7% | -45.9% | -35.2% |
| 1Y | -30.6% | +56.9% | -87.6% | -40.2% |
| 3Y | +110.6% | -71.6% | +182.3% | +132.9% |
| All | +110.6% | -72.4% | +183.1% | +132.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling