+12.6%
SOFI vs INTU
-43.2%
+55.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -7.0% | -9.2% | +2.1% | -1.2% |
| 30D | -4.3% | -7.0% | +2.8% | -0.5% |
| 3M | +8.4% | +10.5% | -2.1% | -2.1% |
| 6M | -5.9% | -30.6% | +24.7% | +13.1% |
| YTD | -34.3% | -52.3% | +18.1% | +4.2% |
| 1Y | -32.6% | -51.8% | +19.2% | +5.7% |
| 3Y | +101.3% | -41.8% | +143.1% | +160.6% |
| 5Y | +12.6% | -42.8% | +55.4% | +47.7% |
| All | +12.6% | -43.2% | +55.8% | +47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling