+26.4%
SOFI vs DIS
-32.7%
+59.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -2.0% | -1.9% |
| 7D | -4.9% | +1.9% | -6.8% | -6.3% |
| 30D | +8.4% | +9.2% | -0.7% | +0.9% |
| 3M | -16.3% | +13.5% | -29.9% | -25.1% |
| 6M | +0.7% | +14.3% | -13.6% | -11.0% |
| YTD | -41.1% | +5.4% | -46.5% | -44.7% |
| 1Y | -45.7% | +12.2% | -57.8% | -51.9% |
| 3Y | +119.0% | +37.2% | +81.8% | +61.5% |
| 5Y | -32.2% | -23.1% | -9.1% | -30.3% |
| All | +26.4% | -32.7% | +59.1% | +33.1% |
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