+119.0%
SOFI vs DAR
+33.7%
+85.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -1.7% |
| 7D | -4.9% | +11.6% | -16.4% | -8.5% |
| 30D | +8.4% | -10.2% | +18.7% | +12.2% |
| 3M | -16.3% | -14.8% | -1.5% | -12.5% |
| 6M | +0.7% | -10.1% | +10.8% | +2.5% |
| YTD | -41.1% | +55.5% | -96.6% | -54.0% |
| 1Y | -45.7% | +61.7% | -107.4% | -58.4% |
| 3Y | +119.0% | +37.2% | +81.9% | +81.5% |
| All | +119.0% | +33.7% | +85.3% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling