+47.6%
SOFI vs DIA
+89.8%
-42.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | 0.0% | +1.2% |
| 7D | +5.6% | +0.1% | +5.6% | +5.6% |
| 30D | -2.0% | -2.1% | +0.1% | +2.7% |
| 3M | +9.2% | +4.2% | +5.0% | +1.3% |
| 6M | -4.7% | +11.9% | -16.6% | -23.3% |
| YTD | -31.2% | +10.8% | -42.0% | -43.5% |
| 1Y | -30.6% | +17.5% | -48.1% | -48.7% |
| 3Y | +110.6% | +59.9% | +50.7% | -7.5% |
| 5Y | +16.4% | +64.1% | -47.7% | -49.5% |
| All | +47.6% | +89.8% | -42.1% | -44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 all: compounded portfolio wealth divided by compounded DIA 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…
all analysis · Full analysis span regression · 6 months rolling