-84.1%
RIVN vs FISV
-51.3%
-32.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | +0.4% |
| 7D | +2.5% | -6.4% | +8.9% | +4.6% |
| 30D | -2.3% | -6.8% | +4.5% | -0.3% |
| 3M | +1.7% | -10.0% | +11.7% | +4.3% |
| 6M | +0.9% | -20.6% | +21.5% | +7.3% |
| YTD | -18.8% | -27.6% | +8.8% | -11.2% |
| 1Y | +14.8% | -64.3% | +79.1% | +53.0% |
| 3Y | -30.7% | -60.0% | +29.3% | -35.3% |
| All | -84.1% | -51.3% | -32.8% | -88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling