+2.7%
ISRG vs RIVN
-85.0%
+87.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | +0.7% | +1.8% | -1.2% | +0.4% |
| 30D | -8.0% | +0.6% | -8.6% | -8.2% |
| 3M | -10.6% | +3.2% | -13.7% | -11.6% |
| 6M | -25.1% | -3.7% | -21.4% | -25.7% |
| YTD | -34.8% | -18.7% | -16.1% | -34.4% |
| 1Y | -19.0% | +14.7% | -33.8% | -22.7% |
| 3Y | +22.1% | -31.5% | +53.6% | +18.1% |
| All | +2.7% | -85.0% | +87.7% | +8.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling