+42.0%
SOFI vs HBAN
+68.3%
-26.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.1% | 0.0% |
| 7D | -4.9% | -1.0% | -3.9% | -4.2% |
| 30D | -3.5% | -5.6% | +2.1% | +0.8% |
| 3M | +3.9% | -1.1% | +5.0% | +4.5% |
| 6M | -6.5% | +9.9% | -16.4% | -13.2% |
| YTD | -33.8% | -0.9% | -32.9% | -34.3% |
| 1Y | -33.3% | -1.4% | -31.9% | -33.7% |
| 3Y | +94.6% | +78.2% | +16.4% | +32.8% |
| 5Y | +13.3% | +37.0% | -23.7% | -12.3% |
| All | +42.0% | +68.3% | -26.3% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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