+10.8%
SOFI vs GLXY
-38.8%
+49.6%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.3% | +3.9% | +0.1% |
| 7D | -4.9% | +5.3% | -10.1% | -6.5% |
| 30D | +8.4% | -19.8% | +28.2% | +13.0% |
| 3M | -16.3% | -31.4% | +15.0% | -9.3% |
| 6M | +0.7% | -53.3% | +54.0% | +18.7% |
| YTD | -41.1% | -35.7% | -5.4% | -38.6% |
| 1Y | -45.7% | -47.2% | +1.5% | -40.9% |
| All | +10.8% | -38.8% | +49.6% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling