+110.6%
SOFI vs DIS
+34.5%
+76.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -1.0% |
| 7D | +5.6% | -1.1% | +6.7% | +6.6% |
| 30D | -2.0% | +0.1% | -2.2% | -2.4% |
| 3M | +9.2% | +7.1% | +2.1% | +2.2% |
| 6M | -4.7% | +4.3% | -9.0% | -9.1% |
| YTD | -31.2% | -6.9% | -24.3% | -28.1% |
| 1Y | -30.6% | -10.3% | -20.3% | -24.9% |
| 3Y | +110.6% | +32.8% | +77.8% | +57.5% |
| All | +110.6% | +34.5% | +76.1% | +57.5% |
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