-7.2%
GLD vs SOFI
-51.4%
+44.2%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | -4.6% | -4.9% | +0.3% | -3.7% |
| 30D | -5.5% | +8.4% | -13.9% | -7.0% |
| 3M | -10.9% | -16.3% | +5.4% | -8.5% |
| 6M | -17.4% | +0.7% | -18.2% | -17.9% |
| YTD | -10.3% | -41.1% | +30.8% | -4.8% |
| 1Y | -7.2% | -45.7% | +38.5% | -0.9% |
| All | -7.2% | -51.4% | +44.2% | -0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling