-31.6%
RIVN vs ETR
+148.1%
-179.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.2% | -0.9% |
| 7D | +2.5% | +0.4% | +2.1% | +2.5% |
| 30D | -2.3% | +2.0% | -4.4% | -2.6% |
| 3M | +1.7% | -1.7% | +3.4% | +1.6% |
| 6M | +0.9% | +3.6% | -2.7% | -0.4% |
| YTD | -18.8% | +18.0% | -36.8% | -21.3% |
| 1Y | +14.8% | +26.2% | -11.4% | +10.0% |
| All | -31.6% | +148.1% | -179.7% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 3y: compounded portfolio wealth divided by compounded ETR 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…
3y analysis · Full analysis span regression · 6 months rolling