+42.0%
SOFI vs HUBS
-43.2%
+85.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.2% |
| 7D | -4.9% | -9.0% | +4.1% | -0.3% |
| 30D | -3.5% | +7.2% | -10.7% | -8.2% |
| 3M | +3.9% | +20.9% | -17.0% | -12.4% |
| 6M | -6.5% | -13.0% | +6.5% | -10.3% |
| YTD | -33.8% | -43.8% | +10.0% | -20.3% |
| 1Y | -33.3% | -54.6% | +21.4% | -9.2% |
| 3Y | +94.6% | -58.5% | +153.1% | +169.3% |
| 5Y | +13.3% | -66.4% | +79.7% | +64.5% |
| All | +42.0% | -43.2% | +85.1% | +8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling