+14.9%
RIVN vs ESI
+44.5%
-29.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.0% | -2.0% |
| 7D | -2.1% | +3.3% | -5.4% | -3.1% |
| 30D | +1.2% | -5.9% | +7.0% | +2.9% |
| 3M | -13.1% | -14.1% | +1.0% | -9.9% |
| 6M | +5.5% | +6.6% | -1.1% | +1.4% |
| YTD | -20.1% | +45.0% | -65.2% | -27.9% |
| 1Y | +14.9% | +41.5% | -26.6% | +4.4% |
| All | +14.9% | +44.5% | -29.7% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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