+118.7%
GLD vs SOFI
+37.6%
+81.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.6% |
| 7D | -2.0% | -4.9% | +3.0% | -1.8% |
| 30D | -1.5% | -3.5% | +1.9% | -1.4% |
| 3M | +3.2% | +3.9% | -0.7% | +3.1% |
| 6M | -16.3% | -6.5% | -9.7% | -16.3% |
| YTD | +0.6% | -33.8% | +34.5% | +1.2% |
| 1Y | +19.1% | -33.3% | +52.4% | +19.7% |
| 3Y | +123.5% | +94.6% | +28.9% | +119.8% |
| 5Y | +138.5% | +13.3% | +125.3% | +134.2% |
| All | +118.7% | +37.6% | +81.1% | +112.9% |
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