+169.1%
MSTR vs SOFI
+24.1%
+144.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.9% | -2.6% | -4.4% |
| 7D | -11.5% | -2.6% | -9.0% | -10.3% |
| 30D | -24.8% | +2.6% | -27.4% | -25.8% |
| 3M | +20.6% | -12.9% | +33.5% | +30.6% |
| 6M | -38.0% | -1.7% | -36.3% | -37.3% |
| YTD | -24.7% | -40.3% | +15.6% | -1.3% |
| 1Y | -49.1% | -51.5% | +2.4% | -26.3% |
| 3Y | +124.7% | +125.2% | -0.5% | +45.5% |
| 5Y | +40.9% | -31.3% | +72.3% | +21.0% |
| All | +169.1% | +24.1% | +144.9% | +95.7% |
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