+138.8%
MSFT vs SOFI
+37.6%
+101.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | -0.8% | -4.9% | +4.1% | -0.2% |
| 30D | +0.8% | -3.5% | +4.3% | +1.2% |
| 3M | +27.2% | +3.9% | +23.3% | +26.2% |
| 6M | +22.9% | -6.5% | +29.4% | +23.2% |
| YTD | +3.1% | -33.8% | +37.0% | +7.4% |
| 1Y | -0.3% | -33.3% | +33.0% | +3.2% |
| 3Y | +50.1% | +94.6% | -44.5% | +32.9% |
| 5Y | +74.6% | +13.3% | +61.4% | +51.2% |
| All | +138.8% | +37.6% | +101.2% | +104.2% |
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