+42.0%
SOFI vs DINO
+397.3%
-355.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.2% | -3.6% | -3.7% |
| 7D | -2.9% | +2.0% | -4.8% | -3.4% |
| 30D | -4.4% | +27.7% | -32.0% | -10.7% |
| 3M | +5.2% | +56.3% | -51.1% | -7.7% |
| 6M | -7.8% | +107.6% | -115.3% | -26.6% |
| YTD | -33.8% | +140.2% | -174.0% | -50.0% |
| 1Y | -33.3% | +113.0% | -146.3% | -47.8% |
| 3Y | +102.7% | +100.1% | +2.6% | +52.7% |
| 5Y | +10.5% | +328.7% | -318.3% | -26.2% |
| All | +42.0% | +397.3% | -355.2% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling