+47.6%
SOFI vs DASH
+40.7%
+7.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.3% | +4.2% | +1.7% |
| 7D | +5.6% | -11.2% | +16.8% | +12.3% |
| 30D | -2.0% | -7.3% | +5.3% | +1.6% |
| 3M | +9.2% | +31.4% | -22.3% | -6.8% |
| 6M | -4.7% | +11.9% | -16.6% | -11.8% |
| YTD | -31.2% | -11.5% | -19.7% | -28.2% |
| 1Y | -30.6% | -20.0% | -10.6% | -24.5% |
| 3Y | +110.6% | +143.9% | -33.3% | +27.2% |
| 5Y | +16.4% | -0.2% | +16.7% | -8.0% |
| All | +47.6% | +40.7% | +7.0% | -10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling