-84.1%
RIVN vs ETR
+144.5%
-228.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +1.8% | -1.8% | +3.7% | +2.2% |
| 30D | +0.6% | -1.8% | +2.4% | +0.9% |
| 3M | +3.2% | -3.6% | +6.7% | +3.6% |
| 6M | -3.7% | +2.6% | -6.3% | -5.2% |
| YTD | -18.7% | +16.0% | -34.7% | -22.2% |
| 1Y | +14.7% | +20.1% | -5.4% | +8.7% |
| 3Y | -31.5% | +143.6% | -175.1% | -46.8% |
| All | -84.1% | +144.5% | -228.6% | -87.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling