+150.2%
NEM vs RIVN
-85.0%
+235.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.7% | +0.5% |
| 7D | -1.0% | +1.8% | -2.8% | -1.1% |
| 30D | +7.8% | +0.6% | +7.2% | +7.8% |
| 3M | +30.2% | +3.2% | +27.1% | +29.7% |
| 6M | +9.6% | -3.7% | +13.3% | +9.5% |
| YTD | +27.8% | -18.7% | +46.5% | +28.3% |
| 1Y | +60.7% | +14.7% | +46.0% | +58.1% |
| 3Y | +245.3% | -31.5% | +276.8% | +240.5% |
| All | +150.2% | -85.0% | +235.1% | +144.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling