-40.8%
SOFI vs DINO
+105.4%
-146.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -7.8% | +11.4% | +2.7% |
| 7D | +1.4% | -6.6% | +8.0% | +0.6% |
| 30D | +9.2% | -9.2% | +18.4% | +7.4% |
| 3M | -7.1% | +19.2% | -26.3% | -8.5% |
| 6M | +7.3% | +47.6% | -40.3% | +5.7% |
| YTD | -33.6% | +132.2% | -165.9% | -41.3% |
| 1Y | -40.8% | +102.0% | -142.8% | -46.5% |
| All | -40.8% | +105.4% | -146.2% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 1y: compounded portfolio wealth divided by compounded DINO 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…
1y analysis · Full analysis span regression · 6 months rolling