+287.2%
MSTR vs SOFI
+100.3%
+186.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.8% | +1.0% | -0.4% |
| 7D | +7.7% | -2.9% | +10.6% | +10.1% |
| 30D | +36.3% | -4.4% | +40.7% | +41.0% |
| 3M | +13.4% | +5.2% | +8.2% | +9.2% |
| 6M | -4.5% | -7.8% | +3.3% | -0.6% |
| YTD | -12.7% | -33.8% | +21.1% | +12.3% |
| 1Y | -59.6% | -33.3% | -26.3% | -50.0% |
| All | +287.2% | +100.3% | +186.9% | +144.6% |
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