+42.0%
SOFI vs MKC
-39.5%
+81.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.6% |
| 7D | -4.9% | -1.5% | -3.5% | -4.9% |
| 30D | -3.5% | -3.1% | -0.3% | -3.5% |
| 3M | +3.9% | +5.2% | -1.3% | +3.7% |
| 6M | -6.5% | -12.8% | +6.3% | -6.6% |
| YTD | -33.8% | -23.3% | -10.6% | -33.8% |
| 1Y | -33.3% | -24.1% | -9.2% | -33.2% |
| 3Y | +94.6% | -32.1% | +126.7% | +92.8% |
| 5Y | +13.3% | -32.8% | +46.1% | +17.3% |
| All | +42.0% | -39.5% | +81.5% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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