+142.3%
MSTR vs SOFI
+137.5%
+4.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | -14.2% | -6.4% | -7.8% | -10.2% |
| 30D | -19.9% | +6.8% | -26.7% | -23.6% |
| 3M | +27.3% | -9.5% | +36.8% | +36.6% |
| 6M | -37.6% | +0.1% | -37.6% | -37.9% |
| YTD | -19.5% | -37.9% | +18.4% | +8.6% |
| 1Y | -47.1% | -47.4% | +0.3% | -21.6% |
| All | +142.3% | +137.5% | +4.8% | +39.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling