-31.5%
RIVN vs TRU
-1.3%
-30.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.5% |
| 7D | +1.8% | -2.7% | +4.6% | +2.9% |
| 30D | +0.6% | -2.0% | +2.7% | +1.3% |
| 3M | +3.2% | +18.4% | -15.3% | -4.4% |
| 6M | -3.7% | +8.9% | -12.6% | -8.3% |
| YTD | -18.7% | -8.9% | -9.7% | -17.3% |
| 1Y | +14.7% | -15.9% | +30.6% | +20.1% |
| 3Y | -31.5% | -1.1% | -30.4% | -33.3% |
| All | -31.5% | -1.3% | -30.2% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling