+1,253.6%
MU vs SOFI
+36.7%
+1,216.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.7% |
| 7D | +2.0% | -7.0% | +9.0% | +3.8% |
| 30D | +12.5% | -4.3% | +16.8% | +13.5% |
| 3M | +9.6% | +8.4% | +1.2% | +7.5% |
| 6M | +142.6% | -5.9% | +148.5% | +144.8% |
| YTD | +242.7% | -34.3% | +276.9% | +272.6% |
| 1Y | +599.3% | -32.6% | +631.8% | +650.5% |
| 3Y | +1,308.3% | +101.3% | +1,207.0% | +1,063.2% |
| 5Y | +1,263.7% | +12.6% | +1,251.2% | +1,015.7% |
| All | +1,253.6% | +36.7% | +1,216.9% | +960.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling