+2,981.5%
MUU vs SOFI
-25.1%
+3,006.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.6% | +13.2% | +12.8% |
| 7D | +17.4% | +0.9% | +16.5% | +16.3% |
| 30D | +24.0% | -0.2% | +24.1% | +23.7% |
| 3M | -23.9% | +6.2% | -30.1% | -25.3% |
| 6M | +284.4% | -2.6% | +287.0% | +286.4% |
| YTD | +583.7% | -30.4% | +614.1% | +690.8% |
| 1Y | +2,981.5% | -28.2% | +3,009.7% | +3,853.7% |
| All | +2,981.5% | -25.1% | +3,006.6% | +3,853.7% |
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