+995.4%
MU vs SOFI
+137.5%
+857.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +12.1% |
| 7D | +2.0% | -6.4% | +8.4% | +5.2% |
| 30D | -18.0% | +6.8% | -24.8% | -19.9% |
| 3M | -6.6% | -9.5% | +2.9% | -3.2% |
| 6M | +2.0% | +0.1% | +2.0% | +1.9% |
| YTD | +184.5% | -37.9% | +222.3% | +229.8% |
| 1Y | +236.9% | -47.4% | +284.3% | +314.5% |
| All | +995.4% | +137.5% | +857.9% | +720.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling