+24.4%
SOFI vs GLXY
+3.8%
+20.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.5% | +0.3% |
| 7D | -4.9% | -7.3% | +2.4% | -2.9% |
| 30D | -3.5% | +15.7% | -19.2% | -7.6% |
| 3M | +3.9% | -26.7% | +30.6% | +10.9% |
| 6M | -6.5% | +13.7% | -20.2% | -12.4% |
| YTD | -33.8% | +9.1% | -43.0% | -39.2% |
| 1Y | -33.3% | -15.5% | -17.8% | -33.4% |
| All | +24.4% | +3.8% | +20.6% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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