-83.9%
RIVN vs UL
+25.9%
-109.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.8% | +3.0% |
| 7D | +4.1% | -1.3% | +5.4% | +4.5% |
| 30D | +1.1% | +0.9% | +0.1% | +0.8% |
| 3M | -4.0% | +14.2% | -18.2% | -8.3% |
| 6M | +5.2% | -3.2% | +8.4% | +6.4% |
| YTD | -18.0% | -0.3% | -17.6% | -18.0% |
| 1Y | +15.6% | -8.8% | +24.4% | +19.5% |
| 3Y | -30.0% | +23.9% | -53.9% | -39.1% |
| All | -83.9% | +25.9% | -109.8% | -86.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling