+49.3%
SOFI vs INTU
-8.7%
+58.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | +0.7% |
| 7D | +0.9% | -7.1% | +8.0% | +5.9% |
| 30D | -0.2% | +1.5% | -1.6% | -2.0% |
| 3M | +6.2% | +10.7% | -4.4% | -4.1% |
| 6M | -2.6% | -23.8% | +21.3% | +9.8% |
| YTD | -30.4% | -49.3% | +18.9% | +6.8% |
| 1Y | -28.2% | -49.7% | +21.4% | +10.6% |
| 3Y | +107.3% | -38.0% | +145.3% | +158.4% |
| 5Y | +20.2% | -38.7% | +58.9% | +45.4% |
| All | +49.3% | -8.7% | +58.1% | +6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling