+12.6%
SOFI vs PODD
-55.6%
+68.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | +0.4% |
| 7D | -7.0% | -10.6% | +3.5% | -2.2% |
| 30D | -4.3% | -6.9% | +2.6% | -1.4% |
| 3M | +8.4% | -10.6% | +19.1% | +11.2% |
| 6M | -5.9% | -43.5% | +37.6% | +19.4% |
| YTD | -34.3% | -52.6% | +18.4% | -9.5% |
| 1Y | -32.6% | -60.1% | +27.5% | +0.9% |
| 3Y | +101.3% | -21.7% | +122.9% | +111.6% |
| 5Y | +12.6% | -54.6% | +67.1% | +68.3% |
| All | +12.6% | -55.6% | +68.1% | +68.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling