+285.6%
MRVL vs SOFI
+13.0%
+272.6%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.8% |
| 7D | +5.6% | -4.9% | +10.6% | +7.6% |
| 30D | +8.8% | -3.5% | +12.2% | +10.0% |
| 3M | -15.9% | +3.9% | -19.8% | -17.0% |
| 6M | +161.3% | -6.5% | +167.8% | +164.2% |
| YTD | +178.2% | -33.8% | +212.1% | +217.4% |
| 1Y | +255.3% | -33.3% | +288.6% | +295.6% |
| 3Y | +323.1% | +94.6% | +228.5% | +204.3% |
| All | +285.6% | +13.0% | +272.6% | +174.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling