-87.3%
RIVN vs URI
+204.2%
-291.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.5% | -4.9% |
| 7D | -3.7% | +9.3% | -13.0% | -8.1% |
| 30D | -4.3% | +7.6% | -11.9% | -8.4% |
| 3M | -19.6% | +1.0% | -20.7% | -21.1% |
| 6M | -8.2% | +19.8% | -28.1% | -18.6% |
| YTD | -35.1% | +41.9% | -76.9% | -50.0% |
| 1Y | -26.9% | +33.4% | -60.3% | -41.7% |
| 3Y | -16.9% | +156.0% | -172.9% | -63.3% |
| 5Y | -90.2% | +209.5% | -299.7% | -96.3% |
| All | -87.3% | +204.2% | -291.5% | -95.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling