+47.6%
SOFI vs SNPS
+50.8%
-3.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.9% |
| 7D | +5.6% | -5.5% | +11.1% | +9.4% |
| 30D | -2.0% | -5.8% | +3.7% | +1.0% |
| 3M | +9.2% | -17.2% | +26.4% | +21.7% |
| 6M | -4.7% | -10.4% | +5.7% | -0.8% |
| YTD | -31.2% | -16.5% | -14.7% | -25.6% |
| 1Y | -30.6% | -35.6% | +5.0% | -18.7% |
| 3Y | +110.6% | -14.6% | +125.3% | +78.9% |
| 5Y | +16.4% | +16.5% | -0.1% | -27.4% |
| All | +47.6% | +50.8% | -3.2% | -37.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling