+143.3%
DELL vs SOFI
-40.7%
+184.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +3.6% | -12.5% | -10.3% |
| 7D | -24.6% | +1.4% | -26.0% | -25.0% |
| 30D | -32.5% | +9.2% | -41.7% | -35.0% |
| 3M | -20.2% | -7.1% | -13.1% | -18.2% |
| 6M | +76.5% | +7.3% | +69.2% | +74.0% |
| YTD | +198.9% | -33.6% | +232.5% | +214.6% |
| 1Y | +143.3% | -40.8% | +184.2% | +161.3% |
| All | +143.3% | -40.7% | +184.0% | +161.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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