+1,285.2%
MU vs SOFI
+43.1%
+1,242.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.5% | -1.3% |
| 7D | +7.2% | +5.6% | +1.5% | +5.7% |
| 30D | +14.0% | -2.0% | +16.0% | +14.4% |
| 3M | +5.4% | +9.2% | -3.8% | +3.2% |
| 6M | +170.3% | -4.7% | +175.0% | +171.7% |
| YTD | +250.7% | -31.2% | +281.9% | +277.2% |
| 1Y | +662.1% | -30.6% | +692.7% | +712.2% |
| 3Y | +1,341.2% | +110.6% | +1,230.6% | +1,077.6% |
| 5Y | +1,319.3% | +16.4% | +1,302.9% | +1,049.9% |
| All | +1,285.2% | +43.1% | +1,242.2% | +973.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling