+41.1%
SOFI vs HUT
+508.1%
-467.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.9% | +0.8% |
| 7D | -7.0% | +2.8% | -9.9% | -7.9% |
| 30D | -4.3% | +2.1% | -6.3% | -5.7% |
| 3M | +8.4% | -14.3% | +22.7% | +9.9% |
| 6M | -5.9% | +84.2% | -90.1% | -25.4% |
| YTD | -34.3% | +97.2% | -131.5% | -50.0% |
| 1Y | -32.6% | +192.7% | -225.3% | -55.9% |
| 3Y | +101.3% | +712.6% | -611.3% | -18.8% |
| 5Y | +12.6% | +85.5% | -72.9% | -46.1% |
| All | +41.1% | +508.1% | -467.0% | -56.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling