-84.1%
RIVN vs UL
+22.1%
-106.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.7% |
| 7D | +0.9% | -4.1% | +4.9% | +2.1% |
| 30D | -1.9% | -1.2% | -0.7% | -1.6% |
| 3M | +8.7% | +6.0% | +2.8% | +6.4% |
| 6M | -3.0% | -5.5% | +2.5% | -1.2% |
| YTD | -18.6% | -3.3% | -15.2% | -17.8% |
| 1Y | +15.4% | -9.8% | +25.2% | +19.4% |
| 3Y | -30.5% | +20.1% | -50.7% | -39.0% |
| All | -84.1% | +22.1% | -106.2% | -86.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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