+57.4%
INTC vs SOFI
-40.7%
+98.0%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.6% | -7.4% | -5.0% |
| 7D | -39.0% | +1.4% | -40.4% | -38.9% |
| 30D | -49.8% | +9.2% | -59.0% | -50.9% |
| 3M | -42.2% | -7.1% | -35.2% | -40.9% |
| 6M | -39.2% | +7.3% | -46.4% | -40.3% |
| YTD | +57.9% | -33.6% | +91.5% | +72.5% |
| 1Y | +57.4% | -40.8% | +98.2% | +77.9% |
| All | +57.4% | -40.7% | +98.0% | +77.9% |
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