+94.9%
GLD vs SOFI
+22.5%
+72.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.2% |
| 7D | -4.6% | -4.9% | +0.3% | -4.4% |
| 30D | -5.5% | +8.4% | -13.9% | -5.7% |
| 3M | -10.9% | -16.3% | +5.4% | -10.5% |
| 6M | -17.4% | +0.7% | -18.2% | -17.5% |
| YTD | -10.3% | -41.1% | +30.8% | -9.5% |
| 1Y | -7.2% | -45.7% | +38.5% | -6.3% |
| 3Y | +96.9% | +119.0% | -22.1% | +93.8% |
| 5Y | +103.8% | -32.2% | +136.0% | +100.7% |
| All | +94.9% | +22.5% | +72.5% | +90.3% |
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