-33.3%
SOFI vs SMTC
+169.6%
-202.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | -0.3% |
| 7D | -4.9% | +13.1% | -18.0% | -7.2% |
| 30D | -3.5% | +19.5% | -22.9% | -7.3% |
| 3M | +3.9% | +2.2% | +1.7% | +0.3% |
| 6M | -6.5% | +94.9% | -101.4% | -24.4% |
| YTD | -33.8% | +127.0% | -160.8% | -49.2% |
| 1Y | -33.3% | +174.6% | -207.9% | -49.7% |
| All | -33.3% | +169.6% | -202.9% | -49.7% |
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