+42.0%
SOFI vs MUB
+2.3%
+39.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | -0.4% |
| 7D | -4.9% | -0.8% | -4.1% | -3.0% |
| 30D | -3.5% | -2.4% | -1.1% | +2.3% |
| 3M | +3.9% | -2.8% | +6.7% | +11.6% |
| 6M | -6.5% | -2.2% | -4.3% | -0.6% |
| YTD | -33.8% | -1.6% | -32.2% | -30.8% |
| 1Y | -33.3% | 0.0% | -33.3% | -32.7% |
| 3Y | +94.6% | +7.9% | +86.7% | +60.8% |
| 5Y | +13.3% | +1.2% | +12.1% | +6.8% |
| All | +42.0% | +2.3% | +39.7% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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