+12.5%
RIVN vs SMTC
+70.8%
-58.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -12.9% | +18.7% | +7.4% |
| 7D | +20.5% | -24.5% | +45.0% | +24.7% |
| 30D | -3.7% | -42.5% | +38.8% | +3.7% |
| 3M | -10.8% | -14.1% | +3.3% | -11.8% |
| 6M | -3.1% | +3.6% | -6.7% | -10.6% |
| YTD | -28.7% | +50.6% | -79.2% | -42.6% |
| 1Y | +12.5% | +72.2% | -59.8% | -20.9% |
| All | +12.5% | +70.8% | -58.4% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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