+12.5%
RIVN vs TFC
+20.8%
-8.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.0% | +2.8% | +4.5% |
| 7D | +20.5% | +5.1% | +15.4% | +18.0% |
| 30D | -3.7% | +9.8% | -13.5% | -7.5% |
| 3M | -10.8% | -2.4% | -8.3% | -10.0% |
| 6M | -3.1% | +4.9% | -8.0% | -6.6% |
| YTD | -28.7% | +6.6% | -35.2% | -31.8% |
| 1Y | +12.5% | +21.3% | -8.8% | -8.7% |
| All | +12.5% | +20.8% | -8.3% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 TFC 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