+112.6%
SOFI vs DASH
+160.1%
-47.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.6% | +3.1% | +1.2% |
| 7D | +0.9% | -10.6% | +11.5% | +7.7% |
| 30D | -0.2% | +2.2% | -2.3% | -1.9% |
| 3M | +6.2% | +32.3% | -26.0% | -11.4% |
| 6M | -2.6% | +19.1% | -21.7% | -14.0% |
| YTD | -30.4% | -6.5% | -23.9% | -29.0% |
| 1Y | -28.2% | -14.9% | -13.3% | -23.4% |
| All | +112.6% | +160.1% | -47.5% | +12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling