+107.1%
MSTR vs SOFI
+13.2%
+93.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.8% | +1.0% | -0.4% |
| 7D | +7.7% | -2.9% | +10.6% | +10.0% |
| 30D | +36.3% | -4.4% | +40.7% | +40.9% |
| 3M | +13.4% | +5.2% | +8.2% | +9.4% |
| 6M | -4.5% | -7.8% | +3.3% | -0.7% |
| YTD | -12.7% | -33.8% | +21.1% | +12.0% |
| 1Y | -59.6% | -33.3% | -26.3% | -50.1% |
| 3Y | +272.5% | +102.7% | +169.8% | +117.8% |
| 5Y | +107.1% | +10.5% | +96.7% | +38.3% |
| All | +107.1% | +13.2% | +93.9% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling