+1,503.7%
DELL vs SOFI
+37.6%
+1,466.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.8% | +4.0% | +0.9% |
| 7D | +8.7% | -2.9% | +11.6% | +9.3% |
| 30D | +16.9% | -4.4% | +21.3% | +17.8% |
| 3M | +40.4% | +5.2% | +35.2% | +39.4% |
| 6M | +267.1% | -7.8% | +274.8% | +271.3% |
| YTD | +329.1% | -33.8% | +362.9% | +354.3% |
| 1Y | +346.9% | -33.3% | +380.2% | +369.7% |
| 3Y | +696.6% | +102.7% | +593.9% | +611.9% |
| 5Y | +1,106.2% | +10.5% | +1,095.7% | +960.5% |
| All | +1,503.7% | +37.6% | +1,466.1% | +1,290.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling