+33.4%
SOFI vs DAL
+136.2%
-102.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.3% | 0.0% |
| 7D | -6.4% | +2.3% | -8.7% | -7.7% |
| 30D | +6.8% | +14.3% | -7.5% | -2.2% |
| 3M | -9.5% | +1.3% | -10.8% | -10.4% |
| 6M | +0.1% | +29.3% | -29.2% | -15.9% |
| YTD | -37.9% | +33.0% | -70.8% | -49.5% |
| 1Y | -47.4% | +59.8% | -107.3% | -62.4% |
| 3Y | +134.4% | +177.2% | -42.8% | +9.4% |
| 5Y | -29.2% | +118.4% | -147.5% | -63.4% |
| All | +33.4% | +136.2% | -102.8% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling