-87.9%
RIVN vs SUI
-26.4%
-61.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.8% | -5.6% |
| 7D | -10.5% | -1.5% | -9.0% | -9.5% |
| 30D | -5.9% | +3.7% | -9.7% | -9.1% |
| 3M | -23.0% | -0.4% | -22.6% | -23.5% |
| 6M | -14.6% | -2.8% | -11.9% | -14.9% |
| YTD | -38.2% | -1.6% | -36.6% | -39.2% |
| 1Y | -25.7% | -2.1% | -23.6% | -27.0% |
| 3Y | -24.8% | +18.5% | -43.2% | -42.8% |
| 5Y | -90.6% | -26.5% | -64.1% | -87.1% |
| All | -87.9% | -26.4% | -61.5% | -83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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