+42.0%
SOFI vs RIG
+142.3%
-100.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.4% | +1.0% |
| 7D | -4.9% | -3.1% | -1.9% | -4.3% |
| 30D | -3.5% | -0.5% | -2.9% | -3.5% |
| 3M | +3.9% | -6.0% | +9.9% | +4.6% |
| 6M | -6.5% | -10.1% | +3.6% | -6.0% |
| YTD | -33.8% | +37.3% | -71.1% | -40.5% |
| 1Y | -33.3% | +73.9% | -107.2% | -43.8% |
| 3Y | +94.6% | -30.2% | +124.8% | +91.9% |
| 5Y | +13.3% | +62.5% | -49.2% | -10.8% |
| All | +42.0% | +142.3% | -100.3% | +22.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling