+226.7%
GDX vs SOFI
+9.1%
+217.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.7% | -2.8% | -3.4% |
| 7D | -5.4% | -7.0% | +1.6% | -4.5% |
| 30D | +6.6% | -4.3% | +10.8% | +7.2% |
| 3M | +30.1% | +8.4% | +21.7% | +28.7% |
| 6M | -7.1% | -5.9% | -1.2% | -6.7% |
| YTD | +12.0% | -34.3% | +46.2% | +16.5% |
| 1Y | +41.2% | -32.6% | +73.8% | +46.0% |
| 3Y | +251.0% | +101.3% | +149.7% | +211.4% |
| 5Y | +226.7% | +12.6% | +214.2% | +191.1% |
| All | +226.7% | +9.1% | +217.6% | +191.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling