-31.5%
RIVN vs NTRS
+168.2%
-199.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.8% |
| 7D | +1.8% | +1.4% | +0.5% | +0.9% |
| 30D | +0.6% | -0.7% | +1.3% | +0.8% |
| 3M | +3.2% | +11.3% | -8.2% | -4.2% |
| 6M | -3.7% | +35.5% | -39.3% | -21.7% |
| YTD | -18.7% | +40.6% | -59.3% | -35.7% |
| 1Y | +14.7% | +49.2% | -34.5% | -13.1% |
| 3Y | -31.5% | +167.2% | -198.8% | -69.1% |
| All | -31.5% | +168.2% | -199.7% | -69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling