-28.2%
SOFI vs RIG
+97.6%
-125.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.3% | -1.4% |
| 7D | +0.9% | +0.9% | 0.0% | +0.8% |
| 30D | -0.2% | +13.8% | -14.0% | -1.1% |
| 3M | +6.2% | -6.4% | +12.6% | +7.0% |
| 6M | -2.6% | -8.2% | +5.6% | -2.6% |
| YTD | -30.4% | +41.6% | -72.1% | -37.5% |
| 1Y | -28.2% | +88.7% | -116.9% | -37.4% |
| All | -28.2% | +97.6% | -125.8% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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