+173.9%
GDX vs SOFI
+43.1%
+130.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.7% |
| 7D | +4.0% | +5.6% | -1.7% | +3.4% |
| 30D | +9.5% | -2.0% | +11.5% | +9.7% |
| 3M | +25.1% | +9.2% | +15.9% | +24.0% |
| 6M | -2.9% | -4.7% | +1.8% | -2.8% |
| YTD | +14.7% | -31.2% | +45.9% | +17.8% |
| 1Y | +47.4% | -30.6% | +78.0% | +50.8% |
| 3Y | +259.7% | +110.6% | +149.0% | +228.5% |
| 5Y | +227.7% | +16.4% | +211.2% | +195.9% |
| All | +173.9% | +43.1% | +130.8% | +142.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling