+12.6%
SOFI vs MUB
+0.7%
+11.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | +1.1% |
| 7D | -7.0% | -1.2% | -5.8% | -4.2% |
| 30D | -4.3% | -2.8% | -1.5% | +2.5% |
| 3M | +8.4% | -3.1% | +11.5% | +17.2% |
| 6M | -5.9% | -2.9% | -3.0% | +1.6% |
| YTD | -34.3% | -2.0% | -32.2% | -30.4% |
| 1Y | -32.6% | 0.0% | -32.5% | -31.8% |
| 3Y | +101.3% | +7.4% | +93.9% | +67.3% |
| 5Y | +12.6% | +0.8% | +11.8% | +9.2% |
| All | +12.6% | +0.7% | +11.8% | +9.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling