-84.1%
RIVN vs TFC
-1.9%
-82.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.5% |
| 7D | +2.5% | -1.3% | +3.8% | +3.4% |
| 30D | -2.3% | -2.3% | 0.0% | -1.1% |
| 3M | +1.7% | +2.5% | -0.7% | -0.8% |
| 6M | +0.9% | +9.5% | -8.6% | -6.5% |
| YTD | -18.8% | +5.1% | -23.9% | -22.8% |
| 1Y | +14.8% | +15.5% | -0.7% | +1.7% |
| 3Y | -30.7% | +95.2% | -125.9% | -59.6% |
| All | -84.1% | -1.9% | -82.3% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling