-86.6%
RIVN vs USB
+25.5%
-112.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -3.7% | -0.5% | -3.2% | -3.3% |
| 30D | 0.0% | +5.7% | -5.7% | -3.7% |
| 3M | -17.2% | -4.7% | -12.5% | -15.0% |
| 6M | -3.8% | +13.4% | -17.2% | -12.8% |
| YTD | -31.3% | +17.0% | -48.3% | -39.3% |
| 1Y | -24.9% | +32.4% | -57.2% | -39.2% |
| 3Y | -12.1% | +101.7% | -113.7% | -48.4% |
| 5Y | -89.0% | +24.4% | -113.4% | -90.4% |
| All | -86.6% | +25.5% | -112.0% | -88.3% |
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