+47.6%
SOFI vs DPZ
-5.6%
+53.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.5% |
| 7D | +5.6% | -1.5% | +7.1% | +6.3% |
| 30D | -2.0% | -4.4% | +2.4% | -0.5% |
| 3M | +9.2% | +7.6% | +1.5% | +4.7% |
| 6M | -4.7% | -16.9% | +12.2% | +1.9% |
| YTD | -31.2% | -18.6% | -12.6% | -26.0% |
| 1Y | -30.6% | -26.7% | -4.0% | -22.1% |
| 3Y | +110.6% | -9.3% | +120.0% | +108.4% |
| 5Y | +16.4% | -31.0% | +47.4% | +21.0% |
| All | +47.6% | -5.6% | +53.3% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded DPZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling