-84.1%
RIVN vs SMTC
+79.7%
-163.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +1.2% |
| 7D | +0.9% | +17.5% | -16.6% | -4.5% |
| 30D | -1.9% | +21.3% | -23.2% | -9.5% |
| 3M | +8.7% | +3.1% | +5.6% | +3.3% |
| 6M | -3.0% | +81.7% | -84.7% | -26.3% |
| YTD | -18.6% | +115.9% | -134.5% | -42.6% |
| 1Y | +15.4% | +157.8% | -142.4% | -25.0% |
| 3Y | -30.5% | +557.3% | -587.8% | -78.2% |
| All | -84.1% | +79.7% | -163.7% | -83.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling