+42.0%
SOFI vs SMTC
+129.3%
-87.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | -1.2% |
| 7D | -4.9% | +13.1% | -18.0% | -9.3% |
| 30D | -3.5% | +19.5% | -22.9% | -10.8% |
| 3M | +3.9% | +2.2% | +1.7% | -1.4% |
| 6M | -6.5% | +94.9% | -101.4% | -33.3% |
| YTD | -33.8% | +127.0% | -160.8% | -56.3% |
| 1Y | -33.3% | +174.6% | -207.9% | -59.7% |
| 3Y | +94.6% | +615.9% | -521.3% | -38.6% |
| 5Y | +13.3% | +125.6% | -112.3% | -27.5% |
| All | +42.0% | +129.3% | -87.3% | -9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling