+170.2%
GDX vs SOFI
+37.6%
+132.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.0% |
| 7D | -2.2% | -4.9% | +2.8% | -1.7% |
| 30D | +6.8% | -3.5% | +10.2% | +7.1% |
| 3M | +24.9% | +3.9% | +21.0% | +24.4% |
| 6M | -4.2% | -6.5% | +2.3% | -3.8% |
| YTD | +13.2% | -33.8% | +47.1% | +16.7% |
| 1Y | +40.2% | -33.3% | +73.5% | +44.0% |
| 3Y | +249.6% | +94.6% | +155.0% | +221.3% |
| 5Y | +230.4% | +13.3% | +217.1% | +199.5% |
| All | +170.2% | +37.6% | +132.7% | +139.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOFI.
Daily Out/Under-Performance
Portfolio return minus SOFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOFI 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 SOFI 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