+42.0%
SOFI vs INTU
-11.8%
+53.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.2% | -1.2% |
| 7D | -4.9% | -3.3% | -1.6% | -2.8% |
| 30D | -3.5% | -3.9% | +0.5% | -1.7% |
| 3M | +3.9% | +16.6% | -12.7% | -9.8% |
| 6M | -6.5% | -26.4% | +19.9% | +8.1% |
| YTD | -33.8% | -51.0% | +17.2% | +3.8% |
| 1Y | -33.3% | -50.8% | +17.5% | +4.0% |
| 3Y | +94.6% | -40.1% | +134.7% | +147.8% |
| 5Y | +13.3% | -41.2% | +54.5% | +41.2% |
| All | +42.0% | -11.8% | +53.8% | +3.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling