-87.3%
RIVN vs URA
+29.1%
-116.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.8% | -1.7% | -3.6% |
| 7D | -3.7% | +4.5% | -8.1% | -5.7% |
| 30D | -4.3% | -13.4% | +9.2% | +2.3% |
| 3M | -19.6% | -28.4% | +8.8% | -6.1% |
| 6M | -8.2% | -40.5% | +32.2% | +17.1% |
| YTD | -35.1% | -24.3% | -10.8% | -28.5% |
| 1Y | -26.9% | -28.8% | +1.9% | -17.5% |
| 3Y | -16.9% | +37.6% | -54.5% | -42.6% |
| 5Y | -90.2% | +30.7% | -120.8% | -93.9% |
| All | -87.3% | +29.1% | -116.4% | -92.2% |
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