-28.2%
SOFI vs SMTC
+154.8%
-183.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +9.2% | -10.8% | -3.3% |
| 7D | +0.9% | +12.7% | -11.9% | -1.5% |
| 30D | -0.2% | +22.0% | -22.1% | -4.8% |
| 3M | +6.2% | -12.7% | +18.9% | +5.8% |
| 6M | -2.6% | +64.8% | -67.3% | -18.2% |
| YTD | -30.4% | +100.7% | -131.1% | -45.2% |
| 1Y | -28.2% | +146.9% | -175.1% | -43.9% |
| All | -28.2% | +154.8% | -183.0% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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