+42.0%
SOFI vs RIOT
+14.2%
+27.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.5% | -1.8% | -0.1% |
| 7D | -4.9% | -1.5% | -3.4% | -4.5% |
| 30D | -3.5% | +5.7% | -9.1% | -5.8% |
| 3M | +3.9% | -17.9% | +21.8% | +7.7% |
| 6M | -6.5% | +45.0% | -51.5% | -20.2% |
| YTD | -33.8% | +69.5% | -103.3% | -47.5% |
| 1Y | -33.3% | +37.2% | -70.5% | -44.1% |
| 3Y | +94.6% | +111.7% | -17.1% | +24.0% |
| 5Y | +13.3% | -27.5% | +40.8% | -21.8% |
| All | +42.0% | +14.2% | +27.8% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIOT.
Daily Out/Under-Performance
Portfolio return minus RIOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIOT 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 RIOT 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