+1,023.7%
MU vs SOFI
+29.2%
+994.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.6% | +12.5% | +12.0% |
| 7D | +2.0% | -6.4% | +8.4% | +4.1% |
| 30D | -18.0% | +6.8% | -24.8% | -19.2% |
| 3M | -6.6% | -9.5% | +2.9% | -4.4% |
| 6M | +2.0% | +0.1% | +2.0% | +2.2% |
| YTD | +184.5% | -37.9% | +222.3% | +213.8% |
| 1Y | +236.9% | -47.4% | +284.3% | +285.8% |
| 3Y | +987.0% | +134.4% | +852.5% | +782.7% |
| 5Y | +1,014.6% | -29.2% | +1,043.8% | +864.2% |
| All | +1,023.7% | +29.2% | +994.5% | +793.1% |
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