-33.3%
SOFI vs SNPS
-4.5%
-28.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.6% | +0.6% |
| 7D | -4.9% | +0.9% | -5.8% | -5.3% |
| 30D | -3.5% | -3.6% | +0.2% | -2.1% |
| 3M | +3.9% | -12.9% | +16.8% | +9.8% |
| 6M | -6.5% | -8.2% | +1.7% | -5.9% |
| YTD | -33.8% | -15.4% | -18.4% | -32.1% |
| 1Y | -33.3% | -9.3% | -24.0% | -34.0% |
| All | -33.3% | -4.5% | -28.8% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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