-24.3%
SOFI vs DAL
+114.7%
-139.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.3% | -1.9% | -0.5% |
| 7D | +0.9% | +10.0% | -9.1% | -5.9% |
| 30D | +6.0% | +12.0% | -6.0% | -2.3% |
| 3M | -8.9% | +0.8% | -9.7% | -9.6% |
| 6M | +6.3% | +26.2% | -19.8% | -10.7% |
| YTD | -36.0% | +33.7% | -69.7% | -49.3% |
| 1Y | -40.6% | +57.6% | -98.2% | -58.6% |
| 3Y | +144.5% | +183.5% | -38.9% | -0.9% |
| 5Y | -24.3% | +114.2% | -138.5% | -64.3% |
| All | -24.3% | +114.7% | -139.0% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling