-84.1%
RIVN vs ESI
+46.3%
-130.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.5% |
| 7D | +1.8% | -4.6% | +6.5% | +5.0% |
| 30D | +0.6% | -10.5% | +11.1% | +7.7% |
| 3M | +3.2% | -19.8% | +23.0% | +16.8% |
| 6M | -3.7% | +5.8% | -9.5% | -12.6% |
| YTD | -18.7% | +38.3% | -57.0% | -41.2% |
| 1Y | +14.7% | +31.5% | -16.8% | -15.3% |
| 3Y | -31.5% | +80.7% | -112.2% | -66.0% |
| All | -84.1% | +46.3% | -130.4% | -88.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling