-33.3%
SOFI vs MSFU
-19.1%
-14.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.2% |
| 7D | -4.9% | -1.8% | -3.1% | -4.3% |
| 30D | -3.5% | +0.5% | -3.9% | -3.9% |
| 3M | +3.9% | +51.9% | -48.0% | -12.7% |
| 6M | -6.5% | +35.0% | -41.5% | -18.4% |
| YTD | -33.8% | -9.0% | -24.8% | -34.5% |
| 1Y | -33.3% | -18.8% | -14.5% | -24.2% |
| All | -33.3% | -19.1% | -14.1% | -24.2% |
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