+52.7%
TMUS vs RIVN
-90.2%
+143.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.8% | -0.5% |
| 7D | +6.5% | -3.7% | +10.2% | +6.6% |
| 30D | +11.3% | -4.3% | +15.5% | +11.3% |
| 3M | -2.9% | -19.6% | +16.8% | -2.4% |
| 6M | -10.5% | -8.2% | -2.3% | -10.7% |
| YTD | -14.4% | -35.1% | +20.6% | -13.8% |
| 1Y | -17.9% | -26.9% | +9.1% | -17.8% |
| 3Y | +21.9% | -16.9% | +38.7% | +18.9% |
| All | +52.7% | -90.2% | +143.0% | +58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling