+94.7%
SOFI vs DAR
+9.6%
+85.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -4.0% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | -4.4% | +7.4% | -11.8% | -7.5% |
| 3M | +5.2% | +15.7% | -10.5% | -2.0% |
| 6M | -7.8% | +30.0% | -37.8% | -19.4% |
| YTD | -33.8% | +87.5% | -121.3% | -51.5% |
| 1Y | -33.3% | +113.4% | -146.6% | -54.6% |
| All | +94.7% | +9.6% | +85.1% | +124.4% |
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