-24.8%
RIVN vs SM
-3.9%
-20.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.1% | -4.7% | -4.8% |
| 7D | -10.5% | +9.4% | -19.9% | -11.5% |
| 30D | -5.9% | -14.4% | +8.4% | -4.8% |
| 3M | -23.0% | +1.6% | -24.6% | -24.3% |
| 6M | -14.6% | +6.3% | -21.0% | -17.4% |
| YTD | -38.2% | +78.8% | -117.0% | -48.4% |
| 1Y | -25.7% | +83.1% | -108.8% | -38.6% |
| 3Y | -24.8% | -5.9% | -18.9% | -35.2% |
| All | -24.8% | -3.9% | -20.8% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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