+42.0%
SOFI vs MARA
-4.0%
+46.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MARA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.8% | -4.2% | -0.7% |
| 7D | -4.9% | +5.9% | -10.9% | -6.6% |
| 30D | -3.5% | +24.3% | -27.7% | -10.1% |
| 3M | +3.9% | -12.0% | +15.9% | +5.6% |
| 6M | -6.5% | +40.1% | -46.6% | -17.5% |
| YTD | -33.8% | +33.4% | -67.3% | -42.1% |
| 1Y | -33.3% | -23.7% | -9.5% | -32.4% |
| 3Y | +94.6% | +19.0% | +75.6% | +47.8% |
| 5Y | +13.3% | -66.5% | +79.8% | -6.3% |
| All | +42.0% | -4.0% | +46.0% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MARA.
Daily Out/Under-Performance
Portfolio return minus MARA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MARA 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 10y: compounded portfolio wealth divided by compounded MARA 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…
10y analysis · Full analysis span regression · 6 months rolling