-45.7%
SOFI vs DOCS
-33.3%
-12.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.8% | -1.4% |
| 7D | -4.9% | +2.6% | -7.4% | -5.3% |
| 30D | +8.4% | +11.4% | -3.0% | +6.9% |
| 3M | -16.3% | +25.4% | -41.7% | -19.0% |
| 6M | +0.7% | +42.5% | -41.8% | -5.6% |
| YTD | -41.1% | -24.7% | -16.4% | -39.6% |
| 1Y | -45.7% | -32.9% | -12.7% | -41.3% |
| All | -45.7% | -33.3% | -12.4% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling