-33.7%
SOFI vs DAR
+111.8%
-145.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | -7.0% | +0.9% | -8.0% | -7.1% |
| 30D | -4.3% | +6.4% | -10.7% | -4.9% |
| 3M | +8.4% | +13.2% | -4.8% | +6.7% |
| 6M | -5.9% | +26.2% | -32.1% | -10.8% |
| YTD | -34.3% | +84.4% | -118.6% | -44.1% |
| All | -33.7% | +111.8% | -145.5% | -45.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling