+41.1%
SOFI vs MSCI
+29.3%
+11.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | +0.2% |
| 7D | -7.0% | -4.7% | -2.3% | -3.8% |
| 30D | -4.3% | -2.2% | -2.1% | -3.1% |
| 3M | +8.4% | -9.7% | +18.1% | +14.1% |
| 6M | -5.9% | +0.3% | -6.2% | -8.9% |
| YTD | -34.3% | -3.5% | -30.8% | -35.6% |
| 1Y | -32.6% | -1.4% | -31.2% | -35.7% |
| 3Y | +101.3% | +6.6% | +94.7% | +74.3% |
| 5Y | +12.6% | -10.9% | +23.5% | +5.9% |
| All | +41.1% | +29.3% | +11.8% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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