+33.4%
SOFI vs DASH
+25.1%
+8.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -6.4% | -10.2% | +3.9% | -0.9% |
| 30D | +6.8% | -8.2% | +15.1% | +11.3% |
| 3M | -9.5% | -15.9% | +6.4% | -1.9% |
| 6M | +0.1% | +13.3% | -13.2% | -8.4% |
| YTD | -37.9% | -21.3% | -16.6% | -31.5% |
| 1Y | -47.4% | -11.1% | -36.3% | -46.1% |
| 3Y | +134.4% | +103.8% | +30.6% | +55.0% |
| 5Y | -29.2% | -21.6% | -7.6% | -38.5% |
| All | +33.4% | +25.1% | +8.3% | -14.2% |
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