-40.8%
SOFI vs MSFU
-2.2%
-38.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +13.5% | -9.8% | -0.8% |
| 7D | +1.4% | +8.2% | -6.8% | -1.5% |
| 30D | +9.2% | +10.2% | -1.0% | +5.4% |
| 3M | -7.1% | +22.9% | -29.9% | -14.0% |
| 6M | +7.3% | +63.2% | -55.9% | -10.3% |
| YTD | -33.6% | +11.7% | -45.3% | -40.9% |
| 1Y | -40.8% | -3.5% | -37.3% | -38.9% |
| All | -40.8% | -2.2% | -38.6% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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