+42.0%
SOFI vs RIOT
+17.4%
+24.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.5% |
| 7D | -2.9% | +18.4% | -21.3% | -8.0% |
| 30D | -4.4% | +13.8% | -18.1% | -8.8% |
| 3M | +5.2% | -12.7% | +18.0% | +7.1% |
| 6M | -7.8% | +50.1% | -57.9% | -22.1% |
| YTD | -33.8% | +74.2% | -108.0% | -47.9% |
| 1Y | -33.3% | +45.1% | -78.4% | -45.2% |
| 3Y | +102.7% | +101.6% | +1.1% | +30.8% |
| 5Y | +10.5% | -29.6% | +40.1% | -23.6% |
| All | +42.0% | +17.4% | +24.7% | -30.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling