+110.6%
SOFI vs INTU
-40.9%
+151.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +3.0% | +0.7% |
| 7D | +5.6% | -7.5% | +13.2% | +9.3% |
| 30D | -2.0% | -1.9% | -0.1% | -1.7% |
| 3M | +9.2% | +4.9% | +4.3% | +4.4% |
| 6M | -4.7% | -33.2% | +28.5% | +14.8% |
| YTD | -31.2% | -51.4% | +20.2% | +2.9% |
| 1Y | -30.6% | -52.0% | +21.4% | +4.6% |
| 3Y | +110.6% | -40.7% | +151.3% | +138.5% |
| All | +110.6% | -40.9% | +151.5% | +138.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling