+47.6%
SOFI vs GLDM
+123.2%
-75.5%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.6% | -0.4% |
| 7D | +5.6% | +0.7% | +4.9% | +5.4% |
| 30D | -2.0% | +0.3% | -2.3% | -1.9% |
| 3M | +9.2% | +0.7% | +8.5% | +9.0% |
| 6M | -4.7% | -15.4% | +10.7% | +1.1% |
| YTD | -31.2% | +1.0% | -32.2% | -31.5% |
| 1Y | -30.6% | +19.7% | -50.4% | -34.8% |
| 3Y | +110.6% | +126.5% | -15.9% | +50.4% |
| 5Y | +16.4% | +142.5% | -126.1% | -21.7% |
| All | +47.6% | +123.2% | -75.5% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded GLDM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling