+15.4%
SOFI vs DOV
+14.8%
+0.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | -0.3% |
| 7D | -4.9% | -2.0% | -3.0% | -2.9% |
| 30D | -3.5% | -8.9% | +5.4% | +6.4% |
| 3M | +3.9% | -13.3% | +17.2% | +19.2% |
| 6M | -6.5% | -9.7% | +3.1% | +1.3% |
| YTD | -33.8% | -2.5% | -31.4% | -35.2% |
| 1Y | -33.3% | +7.2% | -40.5% | -42.2% |
| 3Y | +94.6% | +39.4% | +55.2% | +29.6% |
| All | +15.4% | +14.8% | +0.5% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling