+153.9%
NEM vs RIVN
-85.0%
+238.9%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.3% |
| 7D | +3.1% | +2.5% | +0.5% | +2.9% |
| 30D | +10.0% | -2.3% | +12.3% | +10.2% |
| 3M | +30.9% | +1.7% | +29.1% | +30.5% |
| 6M | +10.5% | +0.9% | +9.7% | +10.1% |
| YTD | +29.7% | -18.8% | +48.5% | +30.3% |
| 1Y | +71.1% | +14.8% | +56.3% | +68.4% |
| 3Y | +252.1% | -30.7% | +282.8% | +247.1% |
| All | +153.9% | -85.0% | +238.9% | +147.7% |
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