-25.7%
RIVN vs URI
+31.9%
-57.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.3% | -3.6% | -4.7% |
| 7D | -10.5% | +6.7% | -17.2% | -11.2% |
| 30D | -5.9% | +8.9% | -14.8% | -7.2% |
| 3M | -23.0% | +0.5% | -23.5% | -23.3% |
| 6M | -14.6% | +20.7% | -35.3% | -16.8% |
| YTD | -38.2% | +40.0% | -78.2% | -40.5% |
| 1Y | -25.7% | +34.4% | -60.1% | -29.2% |
| All | -25.7% | +31.9% | -57.6% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling