+12.5%
RIVN vs TE
-16.5%
+29.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -3.5% | +9.3% | +6.4% |
| 7D | +20.5% | +3.8% | +16.7% | +19.2% |
| 30D | -3.7% | -26.2% | +22.5% | +0.5% |
| 3M | -10.8% | -49.7% | +38.9% | -1.6% |
| 6M | -3.1% | -46.5% | +43.4% | +4.3% |
| YTD | -28.7% | -59.1% | +30.5% | -22.5% |
| 1Y | +12.5% | -25.8% | +38.3% | -4.1% |
| All | +12.5% | -16.5% | +29.0% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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