+980.0%
SMCI vs SOFI
+13.0%
+967.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.6% | +7.1% |
| 7D | +1.3% | -4.9% | +6.2% | +3.0% |
| 30D | +6.6% | -3.5% | +10.1% | +7.8% |
| 3M | +25.4% | +3.9% | +21.5% | +23.2% |
| 6M | +26.1% | -6.5% | +32.7% | +28.8% |
| YTD | +37.0% | -33.8% | +70.8% | +53.8% |
| 1Y | -8.8% | -33.3% | +24.5% | +1.3% |
| 3Y | +44.6% | +94.6% | -50.0% | +16.9% |
| All | +980.0% | +13.0% | +967.0% | +717.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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