-33.3%
RIVN vs USAR
+68.6%
-101.9%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -0.8% |
| 7D | +2.5% | -4.4% | +7.0% | +2.8% |
| 30D | -2.3% | -10.4% | +8.1% | -1.7% |
| 3M | +1.7% | -18.4% | +20.1% | +2.8% |
| 6M | +0.9% | -8.8% | +9.7% | +1.3% |
| YTD | -18.8% | +43.4% | -62.2% | -19.5% |
| 1Y | +14.8% | +21.0% | -6.2% | +13.5% |
| 3Y | -30.7% | +67.7% | -98.5% | -45.5% |
| All | -33.3% | +68.6% | -101.9% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 5y: compounded portfolio wealth divided by compounded USAR 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…
5y analysis · Full analysis span regression · 6 months rolling