+116.4%
SOFI vs MP
+114.3%
+2.1%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.9% | -0.3% |
| 7D | -3.3% | -10.5% | +7.2% | -0.4% |
| 30D | +3.5% | -23.5% | +27.0% | +11.3% |
| 3M | -10.4% | -25.4% | +15.0% | -3.4% |
| 6M | -0.6% | -51.3% | +50.7% | +17.8% |
| YTD | -38.1% | -29.9% | -8.2% | -34.0% |
| 1Y | -40.3% | -31.8% | -8.5% | -35.9% |
| 3Y | +116.4% | +127.0% | -10.6% | +29.7% |
| All | +116.4% | +114.3% | +2.1% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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