+49.5%
MSTR vs SOFI
-32.2%
+81.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | -14.2% | -6.4% | -7.8% | -10.4% |
| 30D | -19.9% | +6.8% | -26.7% | -23.4% |
| 3M | +27.3% | -9.5% | +36.8% | +36.2% |
| 6M | -37.6% | +0.1% | -37.6% | -37.9% |
| YTD | -19.5% | -37.9% | +18.4% | +8.1% |
| 1Y | -47.1% | -47.4% | +0.3% | -22.1% |
| 3Y | +140.3% | +134.4% | +5.9% | +27.0% |
| 5Y | +49.5% | -29.2% | +78.7% | +25.8% |
| All | +49.5% | -32.2% | +81.7% | +25.8% |
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