+34.2%
SOFI vs DOCU
-65.1%
+99.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -2.4% | -3.4% | +1.0% | -0.7% |
| 30D | +3.6% | +9.3% | -5.6% | -1.4% |
| 3M | -9.7% | +30.2% | -39.9% | -22.2% |
| 6M | +3.9% | +62.1% | -58.2% | -21.6% |
| YTD | -37.5% | +13.5% | -51.0% | -44.6% |
| 1Y | -46.4% | +11.5% | -57.9% | -52.0% |
| 3Y | +135.9% | +89.5% | +46.4% | +44.9% |
| 5Y | -19.8% | -69.6% | +49.8% | +4.1% |
| All | +34.2% | -65.1% | +99.3% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling