+42.0%
SOFI vs DAR
+10.6%
+31.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +1.5% |
| 7D | -4.9% | -0.1% | -4.8% | -5.0% |
| 30D | -3.5% | +2.6% | -6.1% | -5.3% |
| 3M | +3.9% | +14.2% | -10.3% | -3.8% |
| 6M | -6.5% | +17.2% | -23.7% | -15.5% |
| YTD | -33.8% | +80.9% | -114.7% | -52.1% |
| 1Y | -33.3% | +104.0% | -137.3% | -55.1% |
| 3Y | +94.6% | +3.6% | +91.0% | +78.5% |
| 5Y | +13.3% | -7.8% | +21.1% | +6.9% |
| All | +42.0% | +10.6% | +31.4% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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