+79.1%
TER vs RIVN
-88.6%
+167.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.8% | -0.5% | -4.2% |
| 7D | +14.4% | -10.5% | +24.9% | +17.5% |
| 30D | -30.6% | -5.9% | -24.6% | -29.6% |
| 3M | -39.2% | -23.0% | -16.2% | -35.5% |
| 6M | -31.3% | -14.6% | -16.6% | -29.4% |
| YTD | +29.1% | -38.2% | +67.3% | +41.4% |
| 1Y | +47.4% | -25.7% | +73.1% | +53.2% |
| 3Y | +191.2% | -24.8% | +216.0% | +178.1% |
| 5Y | +74.0% | -90.6% | +164.6% | +126.0% |
| All | +79.1% | -88.6% | +167.7% | +127.0% |
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