-84.1%
RIVN vs EWZ
+82.3%
-166.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.4% | -0.1% |
| 7D | +2.5% | -0.1% | +2.6% | +2.6% |
| 30D | -2.3% | +8.2% | -10.5% | -7.3% |
| 3M | +1.7% | +13.3% | -11.6% | -6.2% |
| 6M | +0.9% | +3.6% | -2.7% | -1.4% |
| YTD | -18.8% | +21.0% | -39.8% | -29.2% |
| 1Y | +14.8% | +34.7% | -19.8% | -6.5% |
| 3Y | -30.7% | +48.3% | -79.0% | -46.5% |
| All | -84.1% | +82.3% | -166.4% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling