-31.4%
RIVN vs SMTC
+546.3%
-577.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.9% |
| 7D | +0.9% | +17.5% | -16.6% | -2.8% |
| 30D | -1.9% | +21.3% | -23.2% | -7.2% |
| 3M | +8.7% | +3.1% | +5.6% | +5.2% |
| 6M | -3.0% | +81.7% | -84.7% | -19.5% |
| YTD | -18.6% | +115.9% | -134.5% | -35.7% |
| 1Y | +15.4% | +157.8% | -142.4% | -13.7% |
| All | -31.4% | +546.3% | -577.8% | -68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling