+12.5%
RIVN vs EWZ
+7.8%
+4.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.6% | +4.2% | +5.1% |
| 7D | +20.5% | -4.1% | +24.6% | +22.4% |
| 30D | -3.7% | -25.0% | +21.3% | +7.2% |
| 3M | -10.8% | -10.6% | -0.1% | -11.0% |
| 6M | -3.1% | -16.6% | +13.5% | +0.7% |
| YTD | -28.7% | +2.5% | -31.1% | -39.2% |
| 1Y | +12.5% | +8.1% | +4.4% | -25.9% |
| All | +12.5% | +7.8% | +4.7% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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