-45.7%
SOFI vs PWR
+34.5%
-80.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.7% | -1.1% |
| 7D | -4.9% | +11.3% | -16.2% | -8.1% |
| 30D | +8.4% | -8.9% | +17.3% | +10.3% |
| 3M | -16.3% | -10.5% | -5.8% | -14.7% |
| 6M | +0.7% | -22.2% | +22.9% | +5.3% |
| YTD | -41.1% | +42.7% | -83.8% | -53.9% |
| 1Y | -45.7% | +41.1% | -86.8% | -57.1% |
| All | -45.7% | +34.5% | -80.2% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling