+202.3%
MSTR vs SOFI
+36.7%
+165.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | -11.2% | -7.0% | -4.2% | -7.7% |
| 30D | +33.8% | -4.3% | +38.1% | +37.6% |
| 3M | +11.5% | +8.4% | +3.0% | +6.6% |
| 6M | -7.2% | -5.9% | -1.2% | -4.6% |
| YTD | -15.4% | -34.3% | +18.9% | +5.2% |
| 1Y | -60.6% | -32.6% | -28.1% | -52.7% |
| 3Y | +260.8% | +101.3% | +159.6% | +141.1% |
| 5Y | +108.8% | +12.6% | +96.3% | +53.1% |
| All | +202.3% | +36.7% | +165.6% | +108.7% |
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 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