-24.1%
NU vs RIVN
+8.5%
-32.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.8% | -2.5% | +2.4% |
| 7D | +0.2% | +20.5% | -20.3% | -2.7% |
| 30D | -21.0% | -3.7% | -17.3% | -20.7% |
| 3M | -16.3% | -10.8% | -5.5% | -15.1% |
| 6M | -15.3% | -3.1% | -12.2% | -15.7% |
| YTD | -28.4% | -28.7% | +0.3% | -26.4% |
| 1Y | -24.1% | +12.5% | -36.6% | -27.6% |
| All | -24.1% | +8.5% | -32.6% | -27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling