+52.4%
IEMG vs RIVN
-85.0%
+137.4%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -1.3% | +1.8% | -3.1% | -1.5% |
| 30D | +1.9% | +0.6% | +1.3% | +1.8% |
| 3M | +1.4% | +3.2% | -1.7% | +0.6% |
| 6M | +15.2% | -3.7% | +18.9% | +14.7% |
| YTD | +23.8% | -18.7% | +42.5% | +24.8% |
| 1Y | +30.7% | +14.7% | +15.9% | +26.5% |
| 3Y | +83.3% | -31.5% | +114.8% | +79.0% |
| All | +52.4% | -85.0% | +137.4% | +59.9% |
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