+102.9%
T vs RIVN
-31.9%
+134.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.8% |
| 7D | -3.1% | +2.5% | -5.6% | -3.1% |
| 30D | +4.6% | -2.3% | +6.9% | +4.5% |
| 3M | +12.2% | +1.7% | +10.5% | +12.2% |
| 6M | -6.5% | +0.9% | -7.3% | -6.5% |
| YTD | +4.9% | -18.8% | +23.7% | +5.0% |
| 1Y | -10.5% | +14.8% | -25.3% | -10.7% |
| All | +102.9% | -31.9% | +134.8% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 3y: compounded portfolio wealth divided by compounded RIVN 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…
3y analysis · Full analysis span regression · 6 months rolling