+93.4%
SOFI vs PYPL
-12.7%
+106.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PYPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -2.1% |
| 7D | -7.0% | -5.9% | -1.1% | -3.4% |
| 30D | -4.3% | -9.4% | +5.1% | +1.3% |
| 3M | +8.4% | +31.3% | -22.9% | -12.9% |
| 6M | -5.9% | +19.1% | -25.0% | -19.5% |
| YTD | -34.3% | -7.9% | -26.4% | -33.5% |
| 1Y | -32.6% | -17.9% | -14.7% | -24.5% |
| All | +93.4% | -12.7% | +106.0% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PYPL.
Daily Out/Under-Performance
Portfolio return minus PYPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PYPL 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 PYPL 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