-84.1%
RIVN vs UUUU
+20.4%
-104.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +1.1% |
| 7D | +1.8% | -10.5% | +12.3% | +4.6% |
| 30D | +0.6% | -10.5% | +11.1% | +3.2% |
| 3M | +3.2% | -14.1% | +17.3% | +6.6% |
| 6M | -3.7% | -35.5% | +31.8% | +4.9% |
| YTD | -18.7% | -10.9% | -7.7% | -21.5% |
| 1Y | +14.7% | +3.4% | +11.4% | -0.2% |
| 3Y | -31.5% | +73.1% | -104.7% | -56.2% |
| All | -84.1% | +20.4% | -104.4% | -90.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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