-31.5%
RIVN vs NVS
+54.2%
-85.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | +1.8% | -14.3% | +16.1% | +3.0% |
| 30D | +0.6% | -10.0% | +10.6% | +1.2% |
| 3M | +3.2% | -10.9% | +14.0% | +3.8% |
| 6M | -3.7% | -12.0% | +8.2% | -3.1% |
| YTD | -18.7% | +2.5% | -21.2% | -19.2% |
| 1Y | +14.7% | +10.7% | +4.1% | +13.0% |
| 3Y | -31.5% | +53.3% | -84.8% | -34.0% |
| All | -31.5% | +54.2% | -85.7% | -34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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