+10.5%
SOFI vs PWR
+448.6%
-438.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.9% | -1.9% | -2.6% |
| 7D | -2.9% | +2.7% | -5.5% | -4.5% |
| 30D | -4.4% | -5.1% | +0.8% | -1.6% |
| 3M | +5.2% | -9.4% | +14.6% | +9.8% |
| 6M | -7.8% | +10.4% | -18.2% | -18.2% |
| YTD | -33.8% | +48.6% | -82.4% | -53.5% |
| 1Y | -33.3% | +68.0% | -101.3% | -57.3% |
| 3Y | +102.7% | +204.7% | -102.0% | -18.2% |
| 5Y | +10.5% | +451.9% | -441.5% | -70.5% |
| All | +10.5% | +448.6% | -438.2% | -70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling