+32.0%
BMY vs RIVN
-85.0%
+117.0%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.4% |
| 7D | -4.8% | +2.5% | -7.3% | -4.9% |
| 30D | -0.7% | -2.3% | +1.7% | -0.6% |
| 3M | +15.3% | +1.7% | +13.6% | +15.0% |
| 6M | +8.5% | +0.9% | +7.7% | +8.2% |
| YTD | +23.4% | -18.8% | +42.2% | +23.5% |
| 1Y | +42.9% | +14.8% | +28.1% | +41.7% |
| 3Y | +22.0% | -30.7% | +52.7% | +20.4% |
| All | +32.0% | -85.0% | +117.0% | +29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling