+228.8%
MU vs SOFI
-51.4%
+280.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -1.9% |
| 7D | +12.8% | -4.9% | +17.7% | +15.4% |
| 30D | -14.9% | +8.4% | -23.3% | -17.3% |
| 3M | -18.0% | -16.3% | -1.7% | -11.5% |
| 6M | -3.1% | +0.7% | -3.8% | -2.0% |
| YTD | +172.9% | -41.1% | +214.0% | +205.5% |
| 1Y | +228.8% | -45.7% | +274.5% | +282.5% |
| All | +228.8% | -51.4% | +280.2% | +282.5% |
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