-84.1%
RIVN vs URA
+79.6%
-163.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +2.2% |
| 7D | +0.9% | -1.5% | +2.4% | +1.6% |
| 30D | -1.9% | -0.4% | -1.5% | -1.8% |
| 3M | +8.7% | +6.3% | +2.5% | +5.7% |
| 6M | -3.0% | -14.0% | +11.0% | +3.6% |
| YTD | -18.6% | +5.3% | -23.9% | -23.2% |
| 1Y | +15.4% | +11.7% | +3.7% | +2.2% |
| 3Y | -30.5% | +109.8% | -140.3% | -62.1% |
| All | -84.1% | +79.6% | -163.7% | -91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 10y: compounded portfolio wealth divided by compounded URA 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…
10y analysis · Full analysis span regression · 6 months rolling