-87.9%
RIVN vs URA
+27.1%
-115.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.6% | -3.2% | -4.1% |
| 7D | -10.5% | -1.5% | -9.0% | -9.8% |
| 30D | -5.9% | -10.4% | +4.5% | -1.1% |
| 3M | -23.0% | -29.6% | +6.6% | -9.2% |
| 6M | -14.6% | -40.3% | +25.6% | +8.9% |
| YTD | -38.2% | -25.5% | -12.7% | -31.4% |
| 1Y | -25.7% | -26.4% | +0.7% | -17.6% |
| 3Y | -24.8% | +31.4% | -56.2% | -46.6% |
| 5Y | -90.6% | +28.6% | -119.2% | -94.2% |
| All | -87.9% | +27.1% | -115.0% | -92.6% |
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