-30.6%
SOFI vs MPWR
+41.1%
-71.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.7% | -1.0% |
| 7D | +5.6% | -0.6% | +6.2% | +5.8% |
| 30D | -2.0% | -13.1% | +11.0% | +1.8% |
| 3M | +9.2% | -21.7% | +30.9% | +15.2% |
| 6M | -4.7% | +19.5% | -24.2% | -18.2% |
| YTD | -31.2% | +34.9% | -66.1% | -46.0% |
| 1Y | -30.6% | +42.0% | -72.6% | -46.6% |
| All | -30.6% | +41.1% | -71.8% | -46.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling