-45.7%
SOFI vs DOCU
+18.5%
-64.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.5% |
| 7D | -4.9% | +4.1% | -8.9% | -5.6% |
| 30D | +8.4% | +7.4% | +1.1% | +6.6% |
| 3M | -16.3% | +26.0% | -42.3% | -20.9% |
| 6M | +0.7% | +79.2% | -78.5% | -13.7% |
| YTD | -41.1% | +18.1% | -59.2% | -45.0% |
| 1Y | -45.7% | +20.5% | -66.2% | -49.7% |
| All | -45.7% | +18.5% | -64.2% | -49.7% |
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