+22.4%
ISRG vs RIVN
-88.0%
+110.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.5% | +3.3% | -1.5% |
| 7D | -6.1% | -3.7% | -2.4% | -5.7% |
| 30D | +4.2% | -4.3% | +8.5% | +4.7% |
| 3M | +9.6% | -19.6% | +29.3% | +12.2% |
| 6M | +1.9% | -8.2% | +10.1% | +1.5% |
| YTD | -22.3% | -35.1% | +12.7% | -19.8% |
| 1Y | -23.2% | -26.9% | +3.8% | -22.1% |
| 3Y | +58.5% | -16.9% | +75.4% | +48.6% |
| 5Y | +23.9% | -90.2% | +114.1% | +34.3% |
| All | +22.4% | -88.0% | +110.4% | +32.1% |
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