-87.9%
RIVN vs USB
+26.1%
-114.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.9% | -5.7% | -5.4% |
| 7D | -10.5% | +2.6% | -13.1% | -12.0% |
| 30D | -5.9% | +8.4% | -14.4% | -10.9% |
| 3M | -23.0% | -5.5% | -17.5% | -20.4% |
| 6M | -14.6% | +17.7% | -32.4% | -24.5% |
| YTD | -38.2% | +17.6% | -55.8% | -45.6% |
| 1Y | -25.7% | +33.9% | -59.6% | -40.3% |
| 3Y | -24.8% | +103.8% | -128.6% | -56.2% |
| 5Y | -90.6% | +25.6% | -116.2% | -91.9% |
| All | -87.9% | +26.1% | -114.0% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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