-84.1%
RIVN vs IEF
-8.5%
-75.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | +0.1% |
| 7D | +1.8% | -1.3% | +3.2% | +3.3% |
| 30D | +0.6% | -1.7% | +2.4% | +2.5% |
| 3M | +3.2% | -2.5% | +5.7% | +6.2% |
| 6M | -3.7% | -3.3% | -0.5% | 0.0% |
| YTD | -18.7% | -2.8% | -15.8% | -15.8% |
| 1Y | +14.7% | -2.7% | +17.5% | +18.5% |
| 3Y | -31.5% | +8.9% | -40.4% | -36.6% |
| All | -84.1% | -8.5% | -75.5% | -86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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