-14.6%
RIVN vs USB
+33.5%
-48.1%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.5% | +0.4% | +2.1% |
| 7D | +6.2% | +0.8% | +5.5% | +6.0% |
| 30D | +0.4% | +6.8% | -6.4% | -1.6% |
| 3M | -12.4% | -3.8% | -8.7% | -11.7% |
| 6M | -1.5% | +11.7% | -13.2% | -6.2% |
| YTD | -28.9% | +17.5% | -46.4% | -34.3% |
| All | -14.6% | +33.5% | -48.1% | -27.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling