-40.8%
SOFI vs DOV
+21.2%
-62.0%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.4% | +4.1% | +3.8% |
| 7D | +1.4% | +2.2% | -0.8% | +0.3% |
| 30D | +9.2% | +11.2% | -2.0% | +4.1% |
| 3M | -7.1% | +1.6% | -8.6% | -7.7% |
| 6M | +7.3% | -3.2% | +10.5% | +7.5% |
| YTD | -33.6% | +9.7% | -43.3% | -39.8% |
| 1Y | -40.8% | +20.5% | -61.4% | -56.1% |
| All | -40.8% | +21.2% | -62.0% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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