-40.8%
SOFI vs INTU
-46.5%
+5.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.5% | +0.2% | +3.1% |
| 7D | +1.4% | +8.7% | -7.3% | +0.2% |
| 30D | +9.2% | +25.9% | -16.7% | +5.1% |
| 3M | -7.1% | +10.7% | -17.8% | -8.8% |
| 6M | +7.3% | -11.6% | +18.9% | +9.3% |
| YTD | -33.6% | -45.4% | +11.8% | -26.6% |
| 1Y | -40.8% | -45.2% | +4.4% | -34.6% |
| All | -40.8% | -46.5% | +5.7% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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