+42.0%
SOFI vs PNC
+100.1%
-58.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.2% |
| 7D | -4.9% | -0.6% | -4.4% | -4.5% |
| 30D | -3.5% | -4.4% | +0.9% | +0.3% |
| 3M | +3.9% | +5.2% | -1.3% | -0.9% |
| 6M | -6.5% | +20.6% | -27.2% | -20.9% |
| YTD | -33.8% | +19.8% | -53.6% | -43.9% |
| 1Y | -33.3% | +24.4% | -57.7% | -45.4% |
| 3Y | +94.6% | +131.2% | -36.6% | +1.2% |
| 5Y | +13.3% | +53.1% | -39.8% | -23.9% |
| All | +42.0% | +100.1% | -58.1% | -12.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling