+93.4%
SOFI vs SNPS
-13.6%
+107.0%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.2% |
| 7D | -7.0% | -4.6% | -2.4% | -5.0% |
| 30D | -4.3% | -3.3% | -0.9% | -3.1% |
| 3M | +8.4% | -13.8% | +22.2% | +15.5% |
| 6M | -5.9% | -8.2% | +2.3% | -3.9% |
| YTD | -34.3% | -15.4% | -18.8% | -30.6% |
| 1Y | -32.6% | +2.4% | -35.0% | -36.0% |
| All | +93.4% | -13.6% | +107.0% | +56.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling