+319.1%
DELL vs SOFI
-25.1%
+344.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.6% | +3.1% | +2.1% |
| 7D | +14.9% | +0.9% | +14.0% | +14.7% |
| 30D | +13.3% | -0.2% | +13.4% | +13.3% |
| 3M | +24.4% | +6.2% | +18.2% | +21.7% |
| 6M | +258.0% | -2.6% | +260.6% | +253.9% |
| YTD | +320.2% | -30.4% | +350.6% | +339.1% |
| 1Y | +319.1% | -28.2% | +347.3% | +350.9% |
| All | +319.1% | -25.1% | +344.2% | +350.9% |
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