+41.5%
NU vs RIVN
-86.6%
+128.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | -4.9% | +1.8% | -6.7% | -5.4% |
| 30D | +7.8% | +0.6% | +7.2% | +7.4% |
| 3M | +20.9% | +3.2% | +17.8% | +18.0% |
| 6M | +0.9% | -3.7% | +4.6% | -0.8% |
| YTD | -12.7% | -18.7% | +6.0% | -11.3% |
| 1Y | -6.4% | +14.7% | -21.1% | -16.2% |
| 3Y | +98.1% | -31.5% | +129.6% | +82.4% |
| All | +41.5% | -86.6% | +128.2% | +112.1% |
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 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