-33.3%
SOFI vs MCHP
+17.6%
-50.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.0% | -0.1% |
| 7D | -4.9% | 0.0% | -5.0% | -5.0% |
| 30D | -3.5% | -6.0% | +2.6% | -2.2% |
| 3M | +3.9% | -19.7% | +23.6% | +6.4% |
| 6M | -6.5% | +14.0% | -20.6% | -10.4% |
| YTD | -33.8% | +18.4% | -52.3% | -38.6% |
| 1Y | -33.3% | +17.1% | -50.4% | -37.0% |
| All | -33.3% | +17.6% | -50.9% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP 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 MCHP 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