+16.0%
RIVN vs SUI
-5.4%
+21.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.5% | +4.2% | +2.7% |
| 7D | +4.1% | -3.1% | +7.2% | +4.1% |
| 30D | +1.1% | -2.3% | +3.4% | +1.1% |
| 3M | -4.0% | -2.8% | -1.2% | -4.2% |
| 6M | +5.2% | -12.4% | +17.6% | +8.1% |
| YTD | -18.0% | -3.3% | -14.7% | -16.4% |
| All | +16.0% | -5.4% | +21.4% | +21.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling