+37.3%
SOFI vs PLUG
-95.7%
+133.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.4% | -0.1% | +2.3% |
| 7D | +0.9% | +14.5% | -13.6% | -3.2% |
| 30D | +6.0% | -10.7% | +16.7% | +9.7% |
| 3M | -8.9% | -31.2% | +22.3% | +1.6% |
| 6M | +6.3% | -51.9% | +58.3% | +29.0% |
| YTD | -36.0% | -23.9% | -12.2% | -35.7% |
| 1Y | -40.6% | -43.4% | +2.8% | -35.2% |
| 3Y | +144.5% | -74.7% | +219.2% | +138.0% |
| 5Y | -24.3% | -96.3% | +72.0% | +69.3% |
| All | +37.3% | -95.7% | +133.0% | +124.2% |
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