+114.2%
SOFI vs MAS
+61.2%
+52.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -3.4% | -4.3% | -5.4% |
| 7D | -8.9% | +4.6% | -13.5% | -11.7% |
| 30D | +1.8% | +19.9% | -18.1% | -10.3% |
| 3M | -12.1% | +8.9% | -21.0% | -17.4% |
| 6M | +0.1% | +20.2% | -20.0% | -12.7% |
| YTD | -38.7% | +33.9% | -72.6% | -52.4% |
| 1Y | -46.7% | +34.7% | -81.3% | -58.8% |
| All | +114.2% | +61.2% | +52.9% | +25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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