+49.3%
SOFI vs PLUG
-93.7%
+143.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.8% | -4.4% | -2.4% |
| 7D | +0.9% | -0.9% | +1.8% | +1.2% |
| 30D | -0.2% | +3.3% | -3.5% | -1.2% |
| 3M | +6.2% | -39.7% | +46.0% | +22.7% |
| 6M | -2.6% | -12.5% | +9.9% | -3.6% |
| YTD | -30.4% | +10.2% | -40.6% | -37.2% |
| 1Y | -28.2% | +50.7% | -78.9% | -46.0% |
| 3Y | +107.3% | -74.5% | +181.8% | +114.5% |
| 5Y | +20.2% | -91.8% | +112.0% | +96.2% |
| All | +49.3% | -93.7% | +143.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling