+49.3%
SOFI vs DIS
-40.4%
+89.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -0.1% |
| 7D | +0.9% | -2.6% | +3.5% | +3.2% |
| 30D | -0.2% | +3.5% | -3.7% | -3.4% |
| 3M | +6.2% | +6.8% | -0.6% | -0.8% |
| 6M | -2.6% | +3.0% | -5.6% | -6.3% |
| YTD | -30.4% | -6.7% | -23.7% | -27.5% |
| 1Y | -28.2% | -10.1% | -18.1% | -22.7% |
| 3Y | +107.3% | +33.0% | +74.2% | +55.6% |
| 5Y | +20.2% | -40.0% | +60.2% | +37.0% |
| All | +49.3% | -40.4% | +89.8% | +74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling