-49.1%
MSTR vs SOFI
-49.9%
+0.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.9% | -2.6% | -3.5% |
| 7D | -11.5% | -2.6% | -9.0% | -9.8% |
| 30D | -24.8% | +2.6% | -27.4% | -26.3% |
| 3M | +20.6% | -12.9% | +33.5% | +34.9% |
| 6M | -38.0% | -1.7% | -36.3% | -37.3% |
| YTD | -24.7% | -40.3% | +15.6% | +3.8% |
| 1Y | -49.1% | -51.5% | +2.4% | -24.2% |
| All | -49.1% | -49.9% | +0.8% | -24.2% |
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