+42.0%
SOFI vs PPL
+50.4%
-8.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.2% |
| 7D | -2.9% | 0.0% | -2.9% | -2.8% |
| 30D | -4.4% | -1.3% | -3.1% | -4.0% |
| 3M | +5.2% | -2.6% | +7.8% | +5.9% |
| 6M | -7.8% | -8.4% | +0.6% | -5.1% |
| YTD | -33.8% | +0.2% | -34.0% | -34.7% |
| 1Y | -33.3% | -0.2% | -33.0% | -34.1% |
| 3Y | +102.7% | +52.9% | +49.8% | +62.8% |
| 5Y | +10.5% | +36.8% | -26.4% | -10.2% |
| All | +42.0% | +50.4% | -8.4% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PPL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling