+26.4%
SOFI vs MPWR
+289.6%
-263.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.9% | +2.6% | +0.7% |
| 7D | -4.9% | +16.8% | -21.7% | -13.1% |
| 30D | +8.4% | +11.9% | -3.4% | +0.6% |
| 3M | -16.3% | +2.2% | -18.5% | -19.4% |
| 6M | +0.7% | -15.5% | +16.2% | +3.4% |
| YTD | -41.1% | +54.2% | -95.3% | -58.5% |
| 1Y | -45.7% | +51.5% | -97.1% | -61.3% |
| 3Y | +119.0% | +180.2% | -61.2% | -10.3% |
| 5Y | -32.2% | +156.8% | -189.0% | -72.5% |
| All | +26.4% | +289.6% | -263.2% | -66.4% |
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