-83.9%
RIVN vs TMF
-88.3%
+4.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.1% | +2.8% | +2.7% |
| 7D | +4.1% | +1.0% | +3.1% | +3.9% |
| 30D | +1.1% | -1.8% | +2.9% | +1.3% |
| 3M | -4.0% | -8.2% | +4.3% | -2.7% |
| 6M | +5.2% | -19.5% | +24.7% | +8.4% |
| YTD | -18.0% | -16.0% | -2.0% | -15.9% |
| 1Y | +15.6% | -22.5% | +38.1% | +19.3% |
| 3Y | -30.0% | -42.3% | +12.3% | -27.0% |
| All | -83.9% | -88.3% | +4.4% | -85.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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