-40.8%
SOFI vs PNC
+32.8%
-73.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.9% | +2.4% |
| 7D | +1.4% | +2.3% | -0.9% | -0.2% |
| 30D | +9.2% | +7.0% | +2.2% | +4.3% |
| 3M | -7.1% | -7.3% | +0.2% | -2.3% |
| 6M | +7.3% | +8.9% | -1.6% | -0.4% |
| YTD | -33.6% | +15.5% | -49.1% | -42.0% |
| 1Y | -40.8% | +31.8% | -72.6% | -57.5% |
| All | -40.8% | +32.8% | -73.6% | -57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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