-84.1%
RIVN vs TE
-58.6%
-25.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | +1.8% | +0.2% | +1.6% | +1.6% |
| 30D | +0.6% | -5.9% | +6.5% | +1.5% |
| 3M | +3.2% | -45.6% | +48.7% | +16.0% |
| 6M | -3.7% | -43.4% | +39.6% | +1.8% |
| YTD | -18.7% | -31.0% | +12.3% | -21.4% |
| 1Y | +14.7% | +145.2% | -130.5% | -28.1% |
| 3Y | -31.5% | -24.1% | -7.5% | -45.0% |
| All | -84.1% | -58.6% | -25.5% | -85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling