+245.7%
GDX vs SOFI
+99.0%
+146.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.3% |
| 7D | -5.4% | -7.0% | +1.6% | -4.2% |
| 30D | +6.6% | -4.3% | +10.8% | +7.3% |
| 3M | +30.1% | +8.4% | +21.7% | +28.4% |
| 6M | -7.1% | -5.9% | -1.2% | -6.7% |
| YTD | +12.0% | -34.3% | +46.2% | +16.9% |
| 1Y | +41.2% | -32.6% | +73.8% | +46.5% |
| All | +245.7% | +99.0% | +146.8% | +198.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling