+32.9%
SOFI vs DECK
+79.6%
-46.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.6% |
| 7D | -3.3% | +5.8% | -9.0% | -5.9% |
| 30D | +3.5% | +7.9% | -4.4% | -0.3% |
| 3M | -10.4% | -11.4% | +1.0% | -5.5% |
| 6M | -0.6% | -16.6% | +16.0% | +7.2% |
| YTD | -38.1% | -16.4% | -21.7% | -34.8% |
| 1Y | -40.3% | +8.6% | -49.0% | -45.6% |
| 3Y | +116.4% | -15.1% | +131.5% | +98.2% |
| 5Y | -28.2% | +22.9% | -51.1% | -54.3% |
| All | +32.9% | +79.6% | -46.7% | -32.3% |
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