+41.1%
SOFI vs PODD
-47.7%
+88.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.7% | +0.4% |
| 7D | -7.0% | -10.6% | +3.5% | -2.1% |
| 30D | -4.3% | -6.9% | +2.6% | -1.3% |
| 3M | +8.4% | -10.6% | +19.1% | +11.3% |
| 6M | -5.9% | -43.5% | +37.6% | +19.7% |
| YTD | -34.3% | -52.6% | +18.4% | -9.2% |
| 1Y | -32.6% | -60.1% | +27.5% | +1.3% |
| 3Y | +101.3% | -21.7% | +122.9% | +110.4% |
| 5Y | +12.6% | -54.6% | +67.1% | +51.7% |
| All | +41.1% | -47.7% | +88.8% | +69.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling