+1,145.9%
DELL vs SOFI
+13.0%
+1,133.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.3% | +11.8% |
| 7D | +8.2% | -4.9% | +13.2% | +9.4% |
| 30D | +17.1% | -3.5% | +20.5% | +18.0% |
| 3M | +45.2% | +3.9% | +41.3% | +44.2% |
| 6M | +286.8% | -6.5% | +293.3% | +291.2% |
| YTD | +354.8% | -33.8% | +388.6% | +388.4% |
| 1Y | +358.3% | -33.3% | +391.5% | +387.3% |
| 3Y | +724.9% | +94.6% | +630.3% | +615.1% |
| All | +1,145.9% | +13.0% | +1,133.0% | +942.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling