+45.4%
NU vs RIVN
-86.6%
+132.0%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | -4.2% | +0.9% | -5.1% | -4.4% |
| 30D | +10.0% | -1.9% | +11.9% | +10.4% |
| 3M | +29.3% | +8.7% | +20.5% | +24.4% |
| 6M | +0.9% | -3.0% | +3.9% | -0.9% |
| YTD | -10.3% | -18.6% | +8.3% | -8.9% |
| 1Y | -3.2% | +15.4% | -18.5% | -13.5% |
| 3Y | +120.6% | -30.5% | +151.1% | +101.9% |
| All | +45.4% | -86.6% | +132.0% | +117.8% |
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