+94.6%
SOFI vs MAGS
+128.4%
-33.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAGS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | -0.6% |
| 7D | -4.9% | +0.6% | -5.6% | -5.7% |
| 30D | -3.5% | +3.2% | -6.7% | -6.8% |
| 3M | +3.9% | +7.7% | -3.8% | -4.6% |
| 6M | -6.5% | +12.5% | -19.0% | -18.1% |
| YTD | -33.8% | +6.0% | -39.8% | -37.7% |
| 1Y | -33.3% | +14.4% | -47.7% | -41.4% |
| 3Y | +94.6% | +127.5% | -32.9% | -12.8% |
| All | +94.6% | +128.4% | -33.8% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAGS.
Daily Out/Under-Performance
Portfolio return minus MAGS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAGS 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 MAGS 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