+195.7%
SOFI vs MSFU
+71.2%
+124.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -0.8% |
| 7D | -7.0% | -6.9% | -0.1% | -4.1% |
| 30D | -4.3% | -5.1% | +0.8% | -2.4% |
| 3M | +8.4% | +44.6% | -36.2% | -10.6% |
| 6M | -5.9% | +32.8% | -38.7% | -20.1% |
| YTD | -34.3% | -10.1% | -24.2% | -34.6% |
| 1Y | -32.6% | -19.4% | -13.2% | -29.0% |
| 3Y | +101.3% | +26.2% | +75.1% | +61.2% |
| All | +195.7% | +71.2% | +124.5% | +107.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling