+122.0%
SOFI vs PWR
+249.5%
-127.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.3% | -3.6% | -3.8% |
| 7D | -2.6% | +19.1% | -21.6% | -11.8% |
| 30D | +2.6% | -12.0% | +14.6% | +8.5% |
| 3M | -12.9% | -10.6% | -2.3% | -9.5% |
| 6M | -1.7% | -20.8% | +19.1% | +8.2% |
| YTD | -40.3% | +43.7% | -84.0% | -58.5% |
| 1Y | -51.5% | +35.0% | -86.5% | -64.5% |
| All | +122.0% | +249.5% | -127.5% | -19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling