+420.6%
MRVL vs SOFI
+37.6%
+383.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.8% |
| 7D | +5.6% | -4.9% | +10.6% | +7.3% |
| 30D | +8.8% | -3.5% | +12.2% | +9.8% |
| 3M | -15.9% | +3.9% | -19.8% | -16.8% |
| 6M | +161.3% | -6.5% | +167.8% | +164.1% |
| YTD | +178.2% | -33.8% | +212.1% | +211.2% |
| 1Y | +255.3% | -33.3% | +288.6% | +290.1% |
| 3Y | +323.1% | +94.6% | +228.5% | +226.5% |
| 5Y | +293.2% | +13.3% | +279.9% | +201.5% |
| All | +420.6% | +37.6% | +383.0% | +284.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 10y: compounded portfolio wealth divided by compounded SOFI 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…
10y analysis · Full analysis span regression · 6 months rolling