+235.8%
MSTR vs SOFI
+44.7%
+191.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.2% | -0.6% |
| 7D | +12.2% | +0.9% | +11.3% | +11.8% |
| 30D | +45.2% | -0.2% | +45.3% | +46.0% |
| 3M | +10.4% | +6.2% | +4.1% | +6.8% |
| 6M | -2.5% | -2.6% | +0.1% | -1.8% |
| YTD | -6.0% | -30.4% | +24.4% | +13.4% |
| 1Y | -56.4% | -28.2% | -28.2% | -49.4% |
| 3Y | +306.3% | +107.3% | +199.0% | +166.7% |
| 5Y | +100.5% | +20.2% | +80.3% | +42.1% |
| All | +235.8% | +44.7% | +191.1% | +124.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling