+43.4%
SMH vs SOFI
-40.7%
+84.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.6% | -6.4% | -3.8% |
| 7D | -11.2% | +1.4% | -12.6% | -11.5% |
| 30D | -20.4% | +9.2% | -29.6% | -22.6% |
| 3M | -12.4% | -7.1% | -5.4% | -10.9% |
| 6M | -0.5% | +7.3% | -7.8% | -3.5% |
| YTD | +40.0% | -33.6% | +73.6% | +49.7% |
| 1Y | +43.4% | -40.8% | +84.2% | +57.1% |
| All | +43.4% | -40.7% | +84.1% | +57.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling