+34.2%
SOFI vs DECK
+85.9%
-51.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -1.9% |
| 7D | -2.4% | +6.8% | -9.2% | -5.4% |
| 30D | +3.6% | +8.3% | -4.7% | -0.4% |
| 3M | -9.7% | -7.9% | -1.8% | -6.4% |
| 6M | +3.9% | -10.6% | +14.5% | +8.3% |
| YTD | -37.5% | -13.4% | -24.1% | -35.2% |
| 1Y | -46.4% | +12.5% | -58.9% | -51.9% |
| 3Y | +135.9% | -14.9% | +150.7% | +116.8% |
| 5Y | -19.8% | +27.5% | -47.3% | -49.8% |
| All | +34.2% | +85.9% | -51.8% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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