+57.3%
FERG vs RIVN
-85.0%
+142.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -1.0% | +0.9% | -1.9% | -1.1% |
| 30D | -11.8% | -1.9% | -9.9% | -11.7% |
| 3M | -1.2% | +8.7% | -10.0% | -2.9% |
| 6M | -2.3% | -3.0% | +0.7% | -3.1% |
| YTD | +0.8% | -18.6% | +19.4% | +1.4% |
| 1Y | +0.5% | +15.4% | -14.9% | -3.8% |
| 3Y | +51.4% | -30.5% | +81.9% | +46.9% |
| All | +57.3% | -85.0% | +142.2% | +60.3% |
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