+10.5%
SOFI vs HUT
+78.5%
-68.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.6% | -0.2% | -2.7% |
| 7D | -2.9% | +18.9% | -21.7% | -7.9% |
| 30D | -4.4% | +12.0% | -16.3% | -8.4% |
| 3M | +5.2% | -14.9% | +20.1% | +6.9% |
| 6M | -7.8% | +96.8% | -104.6% | -30.0% |
| YTD | -33.8% | +108.8% | -142.6% | -52.0% |
| 1Y | -33.3% | +227.4% | -260.6% | -59.9% |
| 3Y | +102.7% | +760.3% | -657.6% | -29.4% |
| 5Y | +10.5% | +86.1% | -75.6% | -47.0% |
| All | +10.5% | +78.5% | -68.0% | -47.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling