+2,396.1%
MUU vs SOFI
+103.5%
+2,292.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.7% |
| 7D | -8.2% | -4.9% | -3.3% | -4.2% |
| 30D | +10.2% | -3.5% | +13.6% | +12.8% |
| 3M | -26.5% | +3.9% | -30.4% | -28.2% |
| 6M | +227.2% | -6.5% | +233.8% | +247.5% |
| YTD | +527.4% | -33.8% | +561.3% | +763.4% |
| 1Y | +1,843.7% | -33.3% | +1,877.0% | +2,428.0% |
| All | +2,396.1% | +103.5% | +2,292.6% | +1,703.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling