+42.0%
SOFI vs DINO
+395.9%
-353.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -4.9% | +2.3% | -7.2% | -5.5% |
| 30D | -3.5% | +22.6% | -26.1% | -8.8% |
| 3M | +3.9% | +55.2% | -51.3% | -8.6% |
| 6M | -6.5% | +93.8% | -100.3% | -24.0% |
| YTD | -33.8% | +139.5% | -173.4% | -50.0% |
| 1Y | -33.3% | +115.3% | -148.6% | -48.0% |
| 3Y | +94.6% | +98.8% | -4.2% | +46.8% |
| 5Y | +13.3% | +333.5% | -320.2% | -24.3% |
| All | +42.0% | +395.9% | -353.9% | +14.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling