-42.3%
MSTR vs SOFI
-40.7%
-1.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +3.6% | +1.5% | +2.5% |
| 7D | -1.8% | +1.4% | -3.2% | -2.7% |
| 30D | -13.3% | +9.2% | -22.5% | -18.9% |
| 3M | +46.0% | -7.1% | +53.0% | +54.4% |
| 6M | -22.4% | +7.3% | -29.7% | -26.4% |
| YTD | -6.2% | -33.6% | +27.4% | +16.3% |
| 1Y | -42.3% | -40.8% | -1.5% | -25.7% |
| All | -42.3% | -40.7% | -1.6% | -25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling