+49.3%
SOFI vs HUT
+527.8%
-478.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.2% | -7.8% | -3.3% |
| 7D | +0.9% | +17.8% | -16.9% | -3.6% |
| 30D | -0.2% | +0.8% | -1.0% | -1.2% |
| 3M | +6.2% | -26.8% | +33.0% | +12.4% |
| 6M | -2.6% | +72.6% | -75.1% | -21.4% |
| YTD | -30.4% | +103.6% | -134.0% | -47.5% |
| 1Y | -28.2% | +265.3% | -293.5% | -56.0% |
| 3Y | +107.3% | +689.4% | -582.1% | -15.6% |
| 5Y | +20.2% | +75.3% | -55.2% | -42.0% |
| All | +49.3% | +527.8% | -478.5% | -54.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling