+135.9%
SOFI vs DIS
+36.4%
+99.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.3% | -2.3% |
| 7D | -2.4% | +4.4% | -6.8% | -5.5% |
| 30D | +3.6% | +10.3% | -6.7% | -4.0% |
| 3M | -9.7% | +15.5% | -25.2% | -19.8% |
| 6M | +3.9% | +11.2% | -7.3% | -5.4% |
| YTD | -37.5% | +5.6% | -43.1% | -40.8% |
| 1Y | -46.4% | +7.7% | -54.1% | -50.1% |
| 3Y | +135.9% | +39.3% | +96.6% | +86.7% |
| All | +135.9% | +36.4% | +99.5% | +86.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling