+12.5%
RIVN vs UMC
+112.5%
-100.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.1% | +7.9% | +6.0% |
| 7D | +20.5% | -14.7% | +35.1% | +22.9% |
| 30D | -3.7% | -32.9% | +29.2% | +1.5% |
| 3M | -10.8% | -22.2% | +11.4% | -8.3% |
| 6M | -3.1% | +25.9% | -29.0% | -5.9% |
| YTD | -28.7% | +107.9% | -136.6% | -38.3% |
| 1Y | +12.5% | +115.0% | -102.6% | -4.9% |
| All | +12.5% | +112.5% | -100.0% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UMC.
Daily Out/Under-Performance
Portfolio return minus UMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMC 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 1y: compounded portfolio wealth divided by compounded UMC 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…
1y analysis · Full analysis span regression · 6 months rolling