+156.3%
TER vs RIVN
-85.3%
+241.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +5.7% |
| 7D | +0.6% | -2.1% | +2.7% | +1.1% |
| 30D | -8.3% | +1.2% | -9.4% | -8.9% |
| 3M | -12.2% | -13.1% | +0.9% | -10.0% |
| 6M | +17.1% | +5.5% | +11.6% | +14.4% |
| YTD | +84.7% | -20.1% | +104.8% | +90.5% |
| 1Y | +199.9% | +14.9% | +185.0% | +179.1% |
| 3Y | +232.8% | -32.5% | +265.2% | +221.7% |
| All | +156.3% | -85.3% | +241.5% | +205.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling