+42.0%
SOFI vs DOV
+62.9%
-20.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -2.1% |
| 7D | -2.9% | +1.3% | -4.2% | -4.1% |
| 30D | -4.4% | -8.6% | +4.3% | +4.4% |
| 3M | +5.2% | -13.1% | +18.4% | +19.5% |
| 6M | -7.8% | -8.8% | +1.0% | -1.3% |
| YTD | -33.8% | -1.2% | -32.6% | -35.6% |
| 1Y | -33.3% | +10.7% | -44.0% | -43.1% |
| 3Y | +102.7% | +39.3% | +63.4% | +43.6% |
| 5Y | +10.5% | +16.4% | -6.0% | -16.6% |
| All | +42.0% | +62.9% | -20.9% | -8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling