+15.4%
SOFI vs SMTC
+122.8%
-107.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.1% | -4.5% | -1.1% |
| 7D | -4.9% | +13.1% | -18.0% | -9.2% |
| 30D | -3.5% | +19.5% | -22.9% | -10.8% |
| 3M | +3.9% | +2.2% | +1.7% | -1.3% |
| 6M | -6.5% | +94.9% | -101.4% | -33.2% |
| YTD | -33.8% | +127.0% | -160.8% | -56.2% |
| 1Y | -33.3% | +174.6% | -207.9% | -59.6% |
| 3Y | +94.6% | +615.9% | -521.3% | -38.8% |
| All | +15.4% | +122.8% | -107.4% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling