-40.8%
SOFI vs HUT
-2.9%
-37.9%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -23.2% | +26.9% | +8.6% |
| 7D | +1.4% | -29.5% | +30.9% | +8.0% |
| 30D | +9.2% | -45.2% | +54.3% | +22.5% |
| 3M | -7.1% | -51.6% | +44.6% | +6.1% |
| 6M | +7.3% | -37.3% | +44.6% | +11.5% |
| YTD | -33.6% | +6.5% | -40.1% | -42.2% |
| 1Y | -40.8% | +1.7% | -42.5% | -48.3% |
| All | -40.8% | -2.9% | -37.9% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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