-84.1%
RIVN vs UMC
+165.5%
-249.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.4% | -2.5% | -1.2% |
| 7D | +1.8% | +9.0% | -7.2% | -2.4% |
| 30D | +0.6% | +17.2% | -16.6% | -7.4% |
| 3M | +3.2% | +11.4% | -8.3% | -6.9% |
| 6M | -3.7% | +137.5% | -141.2% | -45.8% |
| YTD | -18.7% | +193.1% | -211.8% | -62.7% |
| 1Y | +14.7% | +240.3% | -225.6% | -53.0% |
| 3Y | -31.5% | +262.2% | -293.7% | -74.9% |
| All | -84.1% | +165.5% | -249.6% | -92.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling