-84.1%
RIVN vs URI
+174.3%
-258.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.4% | -1.7% |
| 7D | +2.5% | +5.0% | -2.5% | -0.1% |
| 30D | -2.3% | -9.4% | +7.1% | +2.7% |
| 3M | +1.7% | -5.8% | +7.6% | +3.9% |
| 6M | +0.9% | +25.8% | -25.0% | -14.6% |
| YTD | -18.8% | +27.9% | -46.7% | -33.3% |
| 1Y | +14.8% | +9.7% | +5.1% | +3.0% |
| 3Y | -30.7% | +128.0% | -158.7% | -67.0% |
| All | -84.1% | +174.3% | -258.4% | -93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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