-13.8%
RIVN vs NTRS
+37.4%
-51.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.7% | -1.8% | -3.3% |
| 7D | +16.1% | -0.9% | +17.0% | +16.8% |
| 30D | -8.4% | +1.1% | -9.5% | -8.9% |
| 3M | -14.6% | -6.6% | -8.0% | -11.6% |
| 6M | -9.0% | +7.1% | -16.0% | -13.5% |
| YTD | -32.6% | +27.4% | -59.9% | -42.3% |
| 1Y | -13.8% | +36.5% | -50.3% | -31.5% |
| All | -13.8% | +37.4% | -51.2% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 1y: compounded portfolio wealth divided by compounded NTRS 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…
1y analysis · Full analysis span regression · 6 months rolling