+129.3%
INTC vs SOFI
+37.6%
+91.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.6% | +2.0% | +2.5% |
| 7D | +7.5% | -4.9% | +12.4% | +8.5% |
| 30D | +2.0% | -3.5% | +5.4% | +2.5% |
| 3M | -12.0% | +3.9% | -15.9% | -12.8% |
| 6M | +114.5% | -6.5% | +121.1% | +115.2% |
| YTD | +179.0% | -33.8% | +212.8% | +197.5% |
| 1Y | +318.3% | -33.3% | +351.6% | +343.6% |
| 3Y | +171.2% | +94.6% | +76.6% | +129.3% |
| 5Y | +107.6% | +13.3% | +94.3% | +72.5% |
| All | +129.3% | +37.6% | +91.7% | +87.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling