+94.6%
SOFI vs GDXJ
+285.5%
-190.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.4% | +0.2% |
| 7D | -4.9% | -2.8% | -2.1% | -4.0% |
| 30D | -3.5% | +5.0% | -8.4% | -5.1% |
| 3M | +3.9% | +24.1% | -20.2% | -4.4% |
| 6M | -6.5% | -7.4% | +0.8% | -5.8% |
| YTD | -33.8% | +10.2% | -44.1% | -38.3% |
| 1Y | -33.3% | +42.5% | -75.8% | -43.9% |
| 3Y | +94.6% | +285.7% | -191.1% | -0.2% |
| All | +94.6% | +285.5% | -190.9% | -0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling