+94.6%
SOFI vs DKS
+29.1%
+65.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.1% |
| 7D | -4.9% | -3.0% | -2.0% | -3.9% |
| 30D | -3.5% | -33.4% | +29.9% | +10.8% |
| 3M | +3.9% | -39.4% | +43.3% | +24.2% |
| 6M | -6.5% | -30.1% | +23.6% | +3.2% |
| YTD | -33.8% | -31.0% | -2.9% | -26.9% |
| 1Y | -33.3% | -40.2% | +6.9% | -21.2% |
| 3Y | +94.6% | +30.9% | +63.7% | +17.9% |
| All | +94.6% | +29.1% | +65.5% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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