+136.6%
INTC vs SOFI
+37.6%
+99.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +2.4% |
| 7D | +18.0% | -2.9% | +20.8% | +18.6% |
| 30D | +8.9% | -4.4% | +13.3% | +9.7% |
| 3M | -1.6% | +5.2% | -6.8% | -2.6% |
| 6M | +133.1% | -7.8% | +140.9% | +134.3% |
| YTD | +187.9% | -33.8% | +221.7% | +207.0% |
| 1Y | +334.7% | -33.3% | +368.0% | +360.8% |
| 3Y | +184.2% | +102.7% | +81.5% | +138.8% |
| 5Y | +116.0% | +10.5% | +105.5% | +79.8% |
| All | +136.6% | +37.6% | +99.0% | +93.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling