+16.8%
ISRG vs RIVN
-31.9%
+48.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -5.0% | +2.5% | -7.5% | -5.2% |
| 30D | -10.2% | -2.3% | -7.9% | -10.1% |
| 3M | -17.2% | +1.7% | -18.9% | -17.7% |
| 6M | -28.4% | +0.9% | -29.3% | -29.1% |
| YTD | -37.6% | -18.8% | -18.8% | -37.4% |
| 1Y | -24.4% | +14.8% | -39.3% | -26.5% |
| All | +16.8% | -31.9% | +48.7% | +13.3% |
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