-84.1%
RIVN vs TRU
-30.3%
-53.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.7% |
| 7D | +1.8% | -2.7% | +4.6% | +3.5% |
| 30D | +0.6% | -2.0% | +2.7% | +1.6% |
| 3M | +3.2% | +18.4% | -15.3% | -8.3% |
| 6M | -3.7% | +8.9% | -12.6% | -11.0% |
| YTD | -18.7% | -8.9% | -9.7% | -17.0% |
| 1Y | +14.7% | -15.9% | +30.6% | +22.5% |
| 3Y | -31.5% | -1.1% | -30.4% | -39.4% |
| All | -84.1% | -30.3% | -53.8% | -77.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling