-40.8%
SOFI vs HUBS
-54.7%
+13.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.2% | +7.9% | +4.2% |
| 7D | +1.4% | -13.0% | +14.4% | +3.2% |
| 30D | +9.2% | -1.8% | +11.0% | +8.9% |
| 3M | -7.1% | -13.0% | +5.9% | -6.4% |
| 6M | +7.3% | -12.4% | +19.7% | +6.4% |
| YTD | -33.6% | -46.0% | +12.4% | -29.3% |
| 1Y | -40.8% | -54.1% | +13.3% | -30.7% |
| All | -40.8% | -54.7% | +13.9% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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