-75.1%
U vs RIVN
-85.0%
+9.9%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +5.5% | +1.8% | +3.7% | +4.7% |
| 30D | -1.3% | +0.6% | -1.9% | -1.9% |
| 3M | +64.6% | +3.2% | +61.4% | +57.6% |
| 6M | +119.4% | -3.7% | +123.1% | +112.4% |
| YTD | -0.5% | -18.7% | +18.2% | +2.1% |
| 1Y | +1.3% | +14.7% | -13.5% | -14.0% |
| 3Y | +15.6% | -31.5% | +47.1% | +4.5% |
| All | -75.1% | -85.0% | +9.9% | -67.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling