+48.9%
MSFT vs SOFI
+100.3%
-51.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | +0.2% |
| 7D | -1.0% | -2.9% | +1.8% | -0.6% |
| 30D | -2.7% | -4.4% | +1.7% | -2.1% |
| 3M | +22.1% | +5.2% | +16.9% | +20.5% |
| 6M | +20.6% | -7.8% | +28.3% | +20.9% |
| YTD | +2.3% | -33.8% | +36.1% | +6.8% |
| 1Y | -0.5% | -33.3% | +32.7% | +3.1% |
| All | +48.9% | +100.3% | -51.5% | +35.8% |
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