+15.4%
SOFI vs HUBB
+157.3%
-141.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.1% | -0.7% |
| 7D | -4.9% | -0.1% | -4.9% | -4.9% |
| 30D | -3.5% | -10.0% | +6.5% | +4.5% |
| 3M | +3.9% | -1.6% | +5.5% | +3.7% |
| 6M | -6.5% | -3.1% | -3.4% | -7.6% |
| YTD | -33.8% | +4.6% | -38.4% | -39.2% |
| 1Y | -33.3% | +3.3% | -36.6% | -37.8% |
| 3Y | +94.6% | +46.6% | +48.0% | +39.0% |
| All | +15.4% | +157.3% | -141.9% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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