-84.1%
RIVN vs EWZ
+82.9%
-166.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.5% |
| 7D | +1.8% | +0.9% | +1.0% | +1.3% |
| 30D | +0.6% | +12.8% | -12.2% | -7.0% |
| 3M | +3.2% | +10.8% | -7.6% | -3.6% |
| 6M | -3.7% | +2.5% | -6.2% | -5.3% |
| YTD | -18.7% | +21.4% | -40.0% | -29.2% |
| 1Y | +14.7% | +32.8% | -18.0% | -5.7% |
| 3Y | -31.5% | +45.2% | -76.7% | -46.5% |
| All | -84.1% | +82.9% | -166.9% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling