+277.2%
TER vs RIVN
-30.9%
+308.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.7% | +1.5% | +3.6% |
| 7D | +11.0% | +4.1% | +6.9% | +9.9% |
| 30D | -1.9% | +1.1% | -2.9% | -2.4% |
| 3M | -0.7% | -4.0% | +3.3% | -0.7% |
| 6M | +36.4% | +5.2% | +31.2% | +33.7% |
| YTD | +92.4% | -18.0% | +110.4% | +96.8% |
| 1Y | +213.5% | +15.6% | +197.9% | +193.4% |
| 3Y | +277.2% | -30.0% | +307.2% | +258.3% |
| All | +277.2% | -30.9% | +308.1% | +258.3% |
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