-86.5%
RIVN vs USB
+22.9%
-109.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.7% |
| 7D | +11.9% | 0.0% | +11.9% | +12.1% |
| 30D | -5.1% | +5.8% | -10.9% | -8.7% |
| 3M | -11.5% | -6.0% | -5.5% | -8.3% |
| 6M | -6.0% | +7.8% | -13.8% | -11.8% |
| YTD | -30.9% | +14.6% | -45.5% | -38.2% |
| 1Y | -10.6% | +31.8% | -42.4% | -27.4% |
| 3Y | -20.8% | +91.5% | -112.3% | -51.8% |
| All | -86.5% | +22.9% | -109.4% | -88.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling