+42.0%
SOFI vs PODD
-48.8%
+90.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.7% | +1.6% |
| 7D | -4.9% | -10.5% | +5.6% | 0.0% |
| 30D | -3.5% | -9.0% | +5.6% | +0.6% |
| 3M | +3.9% | -11.5% | +15.4% | +7.1% |
| 6M | -6.5% | -44.7% | +38.2% | +20.2% |
| YTD | -33.8% | -53.6% | +19.7% | -7.8% |
| 1Y | -33.3% | -61.0% | +27.7% | +1.2% |
| 3Y | +94.6% | -24.7% | +119.3% | +107.4% |
| 5Y | +13.3% | -55.5% | +68.8% | +54.0% |
| All | +42.0% | -48.8% | +90.8% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling