-41.1%
INTU vs RIVN
-88.6%
+47.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.8% | +5.3% | +1.1% |
| 7D | +0.1% | -10.5% | +10.6% | +1.6% |
| 30D | +10.1% | -5.9% | +16.0% | +10.8% |
| 3M | -4.2% | -23.0% | +18.8% | -0.8% |
| 6M | -7.2% | -14.6% | +7.4% | -6.9% |
| YTD | -47.7% | -38.2% | -9.5% | -45.3% |
| 1Y | -46.7% | -25.7% | -21.0% | -46.3% |
| 3Y | -34.1% | -24.8% | -9.3% | -39.0% |
| 5Y | -43.3% | -90.6% | +47.3% | -30.2% |
| All | -41.1% | -88.6% | +47.5% | -29.9% |
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