+47.6%
SOFI vs MPWR
+240.9%
-193.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -0.9% |
| 7D | +5.6% | -0.6% | +6.2% | +5.9% |
| 30D | -2.0% | -13.1% | +11.0% | +5.3% |
| 3M | +9.2% | -21.7% | +30.9% | +20.9% |
| 6M | -4.7% | +19.5% | -24.2% | -19.4% |
| YTD | -31.2% | +34.9% | -66.1% | -46.6% |
| 1Y | -30.6% | +42.0% | -72.6% | -48.0% |
| 3Y | +110.6% | +148.8% | -38.2% | -6.4% |
| 5Y | +16.4% | +156.8% | -140.4% | -53.7% |
| All | +47.6% | +240.9% | -193.3% | -56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 MPWR 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