+16.4%
SOFI vs PLUG
-91.6%
+108.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.1% | -5.3% | -2.3% |
| 7D | +5.6% | +8.1% | -2.5% | +3.4% |
| 30D | -2.0% | +3.7% | -5.7% | -3.0% |
| 3M | +9.2% | -29.2% | +38.3% | +19.1% |
| 6M | -4.7% | +6.1% | -10.8% | -10.3% |
| YTD | -31.2% | +14.7% | -45.9% | -38.0% |
| 1Y | -30.6% | +56.9% | -87.6% | -47.0% |
| 3Y | +110.6% | -71.6% | +182.3% | +117.5% |
| 5Y | +16.4% | -91.0% | +107.5% | +119.1% |
| All | +16.4% | -91.6% | +108.0% | +119.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling