-40.8%
SOFI vs DASH
-16.7%
-24.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.3% | -4.7% | -0.1% |
| 7D | +1.4% | +17.2% | -15.8% | -6.0% |
| 30D | +9.2% | +3.6% | +5.6% | +7.0% |
| 3M | -7.1% | -1.9% | -5.2% | -7.3% |
| 6M | +7.3% | +15.1% | -7.8% | -1.8% |
| YTD | -33.6% | -12.3% | -21.3% | -32.7% |
| 1Y | -40.8% | -17.2% | -23.6% | -39.0% |
| All | -40.8% | -16.7% | -24.1% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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