-46.4%
SOFI vs DOCU
+10.7%
-57.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | -2.4% | -3.4% | +1.0% | -1.7% |
| 30D | +3.6% | +9.3% | -5.6% | +1.2% |
| 3M | -9.7% | +30.2% | -39.9% | -15.9% |
| 6M | +3.9% | +62.1% | -58.2% | -10.0% |
| YTD | -37.5% | +13.5% | -51.0% | -39.9% |
| 1Y | -46.4% | +11.5% | -57.9% | -47.7% |
| All | -46.4% | +10.7% | -57.1% | -47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling