+42.0%
SOFI vs MKC
-39.3%
+81.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -3.8% |
| 7D | -2.9% | -4.3% | +1.5% | -2.8% |
| 30D | -4.4% | -3.1% | -1.3% | -4.4% |
| 3M | +5.2% | +6.8% | -1.6% | +5.0% |
| 6M | -7.8% | -18.3% | +10.6% | -7.8% |
| YTD | -33.8% | -23.1% | -10.8% | -33.8% |
| 1Y | -33.3% | -23.7% | -9.6% | -33.2% |
| 3Y | +102.7% | -31.0% | +133.7% | +100.9% |
| 5Y | +10.5% | -33.5% | +44.0% | +13.6% |
| All | +42.0% | -39.3% | +81.4% | +40.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling