+289.3%
INTC vs SOFI
-25.1%
+314.4%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.6% | +6.1% | +5.0% |
| 7D | +7.1% | +0.9% | +6.2% | +6.7% |
| 30D | -5.2% | -0.2% | -5.0% | -5.3% |
| 3M | -14.3% | +6.2% | -20.5% | -16.0% |
| 6M | +110.2% | -2.6% | +112.7% | +107.1% |
| YTD | +159.6% | -30.4% | +190.0% | +183.1% |
| 1Y | +289.3% | -28.2% | +317.5% | +332.0% |
| All | +289.3% | -25.1% | +314.4% | +332.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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