-40.8%
SOFI vs GDXJ
+19.5%
-60.3%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +9.6% | -6.0% | -0.6% |
| 7D | +1.4% | -0.2% | +1.6% | +1.3% |
| 30D | +9.2% | -7.6% | +16.8% | +12.7% |
| 3M | -7.1% | +2.3% | -9.3% | -8.4% |
| 6M | +7.3% | -7.8% | +15.1% | +9.0% |
| YTD | -33.6% | -8.4% | -25.2% | -39.9% |
| 1Y | -40.8% | +21.8% | -62.6% | -64.8% |
| All | -40.8% | +19.5% | -60.3% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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