-31.5%
RIVN vs FISV
-57.6%
+26.1%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.4% | -5.5% | -0.8% |
| 7D | +1.8% | -2.7% | +4.5% | +2.1% |
| 30D | +0.6% | 0.0% | +0.6% | +0.6% |
| 3M | +3.2% | -2.8% | +5.9% | +3.2% |
| 6M | -3.7% | -11.8% | +8.1% | -2.5% |
| YTD | -18.7% | -23.2% | +4.5% | -16.4% |
| 1Y | +14.7% | -62.0% | +76.7% | +25.5% |
| 3Y | -31.5% | -57.6% | +26.1% | -47.2% |
| All | -31.5% | -57.6% | +26.1% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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