+1,191.5%
SMCI vs SOFI
+37.6%
+1,153.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.6% | +7.1% |
| 7D | +1.3% | -4.9% | +6.2% | +2.6% |
| 30D | +6.6% | -3.5% | +10.1% | +7.6% |
| 3M | +25.4% | +3.9% | +21.5% | +23.8% |
| 6M | +26.1% | -6.5% | +32.7% | +28.3% |
| YTD | +37.0% | -33.8% | +70.8% | +50.0% |
| 1Y | -8.8% | -33.3% | +24.5% | -0.9% |
| 3Y | +44.6% | +94.6% | -50.0% | +24.5% |
| 5Y | +995.9% | +13.3% | +982.7% | +810.5% |
| All | +1,191.5% | +37.6% | +1,153.9% | +974.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling