+122.0%
SOFI vs INTU
-33.5%
+155.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.7% |
| 7D | -2.6% | -4.1% | +1.6% | -1.0% |
| 30D | +2.6% | +12.8% | -10.3% | -3.0% |
| 3M | -12.9% | +2.1% | -15.0% | -14.6% |
| 6M | -1.7% | -11.5% | +9.8% | +0.5% |
| YTD | -40.3% | -47.9% | +7.6% | -15.4% |
| 1Y | -51.5% | -47.7% | -3.8% | -31.5% |
| All | +122.0% | -33.5% | +155.6% | +143.3% |
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