+119.0%
SOFI vs HUT
+445.7%
-326.7%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.1% | +5.8% | +0.4% |
| 7D | -4.9% | +9.3% | -14.2% | -7.2% |
| 30D | +8.4% | -23.1% | +31.5% | +13.4% |
| 3M | -16.3% | -30.6% | +14.3% | -11.5% |
| 6M | +0.7% | -46.9% | +47.6% | +11.5% |
| YTD | -41.1% | +25.3% | -66.4% | -50.7% |
| 1Y | -45.7% | +59.8% | -105.5% | -58.5% |
| 3Y | +119.0% | +467.2% | -348.2% | +4.8% |
| All | +119.0% | +445.7% | -326.7% | +4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling