-41.7%
INTU vs RIVN
-31.7%
-10.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.4% |
| 7D | -9.2% | +0.9% | -10.0% | -9.2% |
| 30D | -7.0% | -1.9% | -5.1% | -7.0% |
| 3M | +10.5% | +8.7% | +1.8% | +9.4% |
| 6M | -30.6% | -3.0% | -27.6% | -30.9% |
| YTD | -52.3% | -18.6% | -33.8% | -52.2% |
| 1Y | -51.8% | +15.4% | -67.2% | -52.8% |
| All | -41.7% | -31.7% | -10.0% | -41.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling