+50.6%
IEMG vs RIVN
-85.0%
+135.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.3% | -2.0% |
| 7D | -0.9% | +0.9% | -1.7% | -1.0% |
| 30D | +2.1% | -1.9% | +4.0% | +2.2% |
| 3M | +4.6% | +8.7% | -4.1% | +3.2% |
| 6M | +14.0% | -3.0% | +17.0% | +13.5% |
| YTD | +22.3% | -18.6% | +40.9% | +23.2% |
| 1Y | +30.7% | +15.4% | +15.3% | +26.4% |
| 3Y | +83.2% | -30.5% | +113.7% | +78.7% |
| All | +50.6% | -85.0% | +135.6% | +57.9% |
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 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