+30.4%
BMY vs RIVN
-85.0%
+115.4%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.2% |
| 7D | -4.8% | +1.8% | -6.6% | -4.8% |
| 30D | -0.1% | +0.6% | -0.7% | -0.1% |
| 3M | +13.1% | +3.2% | +10.0% | +12.8% |
| 6M | +8.4% | -3.7% | +12.1% | +8.1% |
| YTD | +22.0% | -18.7% | +40.6% | +22.0% |
| 1Y | +40.3% | +14.7% | +25.5% | +39.1% |
| 3Y | +20.5% | -31.5% | +52.0% | +19.0% |
| All | +30.4% | -85.0% | +115.4% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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