+28.1%
SOFI vs DIS
-33.1%
+61.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.2% | -2.7% | -2.9% |
| 7D | -2.6% | +0.9% | -3.4% | -3.2% |
| 30D | +2.6% | +8.9% | -6.3% | -4.4% |
| 3M | -12.9% | +14.5% | -27.4% | -22.6% |
| 6M | -1.7% | +12.2% | -13.9% | -11.8% |
| YTD | -40.3% | +4.7% | -45.0% | -43.6% |
| 1Y | -51.5% | +2.8% | -54.3% | -53.4% |
| 3Y | +125.2% | +38.1% | +87.1% | +65.0% |
| 5Y | -31.3% | -23.6% | -7.7% | -29.0% |
| All | +28.1% | -33.1% | +61.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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