-60.6%
MSTR vs SOFI
-34.5%
-26.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.7% |
| 7D | -11.2% | -7.0% | -4.2% | -6.9% |
| 30D | +33.8% | -4.3% | +38.1% | +38.4% |
| 3M | +11.5% | +8.4% | +3.0% | +5.7% |
| 6M | -7.2% | -5.9% | -1.2% | -4.6% |
| YTD | -15.4% | -34.3% | +18.9% | +3.0% |
| 1Y | -60.6% | -32.6% | -28.1% | -49.2% |
| All | -60.6% | -34.5% | -26.1% | -49.2% |
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