+46.2%
MSFT vs SOFI
+125.1%
-78.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | -1.3% | -4.9% | +3.6% | -0.4% |
| 30D | -1.8% | +8.4% | -10.3% | -3.3% |
| 3M | +5.6% | -16.3% | +22.0% | +8.3% |
| 6M | +29.8% | +0.7% | +29.1% | +28.9% |
| YTD | +9.0% | -41.1% | +50.1% | +15.8% |
| 1Y | +4.9% | -45.7% | +50.6% | +12.5% |
| 3Y | +46.2% | +119.0% | -72.8% | +35.3% |
| All | +46.2% | +125.1% | -78.9% | +35.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling