+116.4%
SOFI vs DOCN
+189.9%
-73.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.5% | -1.5% | +0.3% |
| 7D | -3.3% | -19.2% | +15.9% | +2.7% |
| 30D | +3.5% | -43.1% | +46.6% | +21.1% |
| 3M | -10.4% | -40.7% | +30.3% | +1.7% |
| 6M | -0.6% | -55.0% | +54.4% | +20.3% |
| YTD | -38.1% | +50.6% | -88.7% | -56.8% |
| 1Y | -40.3% | +54.0% | -94.3% | -58.8% |
| 3Y | +116.4% | +203.9% | -87.5% | -4.2% |
| All | +116.4% | +189.9% | -73.5% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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