-84.1%
RIVN vs SMTC
+88.8%
-172.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.1% | -5.2% | -1.7% |
| 7D | +1.8% | +13.1% | -11.2% | -2.2% |
| 30D | +0.6% | +19.5% | -18.8% | -6.5% |
| 3M | +3.2% | +2.2% | +0.9% | -1.6% |
| 6M | -3.7% | +94.9% | -98.6% | -28.5% |
| YTD | -18.7% | +127.0% | -145.6% | -43.6% |
| 1Y | +14.7% | +174.6% | -159.8% | -27.0% |
| 3Y | -31.5% | +615.9% | -647.4% | -79.3% |
| All | -84.1% | +88.8% | -172.9% | -83.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling