+418.1%
MRVL vs SOFI
+37.6%
+380.5%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -3.8% | +8.0% | +5.5% |
| 7D | +13.8% | -2.9% | +16.7% | +14.7% |
| 30D | +12.7% | -4.4% | +17.0% | +14.1% |
| 3M | -11.9% | +5.2% | -17.1% | -13.1% |
| 6M | +153.8% | -7.8% | +161.6% | +157.5% |
| YTD | +177.0% | -33.8% | +210.8% | +209.7% |
| 1Y | +252.3% | -33.3% | +285.6% | +286.7% |
| 3Y | +325.5% | +102.7% | +222.9% | +224.8% |
| 5Y | +290.9% | +10.5% | +280.4% | +200.7% |
| All | +418.1% | +37.6% | +380.5% | +282.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling