+47.6%
SOFI vs MLM
+86.8%
-39.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -0.7% |
| 7D | +5.6% | +1.4% | +4.2% | +4.4% |
| 30D | -2.0% | -6.5% | +4.5% | +3.6% |
| 3M | +9.2% | -7.4% | +16.6% | +14.8% |
| 6M | -4.7% | -15.8% | +11.1% | +7.8% |
| YTD | -31.2% | -17.4% | -13.8% | -22.1% |
| 1Y | -30.6% | -17.9% | -12.7% | -21.1% |
| 3Y | +110.6% | +18.9% | +91.8% | +70.4% |
| 5Y | +16.4% | +43.4% | -27.0% | -20.2% |
| All | +47.6% | +86.8% | -39.2% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MLM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling