-84.1%
RIVN vs IEF
-7.6%
-76.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +2.5% | -0.3% | +2.8% | +2.9% |
| 30D | -2.3% | -0.6% | -1.8% | -1.7% |
| 3M | +1.7% | -1.0% | +2.7% | +3.1% |
| 6M | +0.9% | -3.1% | +3.9% | +4.4% |
| YTD | -18.8% | -1.9% | -16.9% | -16.8% |
| 1Y | +14.8% | -1.4% | +16.2% | +16.9% |
| 3Y | -30.7% | +9.8% | -40.5% | -36.4% |
| All | -84.1% | -7.6% | -76.5% | -86.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling