-40.8%
SOFI vs ITUB
+9.0%
-49.8%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.3% | +0.4% | +2.5% |
| 7D | +1.4% | -1.6% | +3.0% | +2.0% |
| 30D | +9.2% | -26.6% | +35.8% | +20.6% |
| 3M | -7.1% | -11.1% | +4.0% | -7.8% |
| 6M | +7.3% | -13.1% | +20.4% | +7.6% |
| YTD | -33.6% | +3.9% | -37.5% | -39.5% |
| 1Y | -40.8% | +9.8% | -50.6% | -49.3% |
| All | -40.8% | +9.0% | -49.8% | -49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 1y: compounded portfolio wealth divided by compounded ITUB 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…
1y analysis · Full analysis span regression · 6 months rolling