-30.0%
RIVN vs URA
+121.0%
-151.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +3.1% | -0.4% | +1.6% |
| 7D | +4.1% | +8.1% | -4.0% | +1.3% |
| 30D | +1.1% | +5.8% | -4.7% | -0.9% |
| 3M | -4.0% | +3.4% | -7.4% | -5.0% |
| 6M | +5.2% | -2.6% | +7.8% | +5.8% |
| YTD | -18.0% | +11.2% | -29.1% | -21.6% |
| 1Y | +15.6% | +19.8% | -4.3% | +6.0% |
| 3Y | -30.0% | +121.5% | -151.5% | -47.2% |
| All | -30.0% | +121.0% | -151.0% | -47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling