+327.2%
SMH vs SOFI
+13.0%
+314.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +0.8% | +1.3% |
| 7D | +0.3% | -4.9% | +5.2% | +1.6% |
| 30D | -2.8% | -3.5% | +0.7% | -2.1% |
| 3M | -6.7% | +3.9% | -10.6% | -8.1% |
| 6M | +41.8% | -6.5% | +48.3% | +42.4% |
| YTD | +57.9% | -33.8% | +91.7% | +72.1% |
| 1Y | +87.6% | -33.3% | +120.9% | +101.9% |
| 3Y | +282.9% | +94.6% | +188.3% | +199.2% |
| All | +327.2% | +13.0% | +314.2% | +230.5% |
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