+49.3%
SOFI vs MPWR
+242.4%
-193.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -2.0% |
| 7D | +0.9% | -2.6% | +3.5% | +2.3% |
| 30D | -0.2% | -9.0% | +8.9% | +4.7% |
| 3M | +6.2% | -25.8% | +32.1% | +21.0% |
| 6M | -2.6% | +11.8% | -14.3% | -14.5% |
| YTD | -30.4% | +35.5% | -65.9% | -46.1% |
| 1Y | -28.2% | +45.3% | -73.5% | -46.9% |
| 3Y | +107.3% | +138.5% | -31.2% | -5.2% |
| 5Y | +20.2% | +152.8% | -132.6% | -51.5% |
| All | +49.3% | +242.4% | -193.1% | -56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling