+265.1%
MU vs SOFI
-40.7%
+305.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.6% | -10.6% | -8.5% |
| 7D | -19.1% | +1.4% | -20.5% | -19.7% |
| 30D | -25.2% | +9.2% | -34.4% | -28.1% |
| 3M | -10.9% | -7.1% | -3.8% | -8.8% |
| 6M | +38.0% | +7.3% | +30.7% | +33.4% |
| YTD | +178.8% | -33.6% | +212.4% | +200.6% |
| 1Y | +265.1% | -40.8% | +306.0% | +308.8% |
| All | +265.1% | -40.7% | +305.8% | +308.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling