+1,384.0%
MU vs SOFI
+100.3%
+1,283.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.8% | +6.5% | +4.2% |
| 7D | +7.5% | -2.9% | +10.4% | +8.5% |
| 30D | +19.4% | -4.4% | +23.7% | +20.9% |
| 3M | +9.8% | +5.2% | +4.6% | +7.6% |
| 6M | +164.1% | -7.8% | +171.9% | +168.2% |
| YTD | +260.3% | -33.8% | +294.1% | +305.7% |
| 1Y | +661.2% | -33.3% | +694.4% | +740.7% |
| All | +1,384.0% | +100.3% | +1,283.7% | +1,014.2% |
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