+10.7%
U vs RIVN
-31.7%
+42.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.2% |
| 7D | 0.0% | +0.9% | -0.9% | -0.3% |
| 30D | -4.1% | -1.9% | -2.2% | -3.8% |
| 3M | +57.8% | +8.7% | +49.1% | +51.2% |
| 6M | +103.5% | -3.0% | +106.5% | +99.5% |
| YTD | -4.8% | -18.6% | +13.8% | -2.4% |
| 1Y | -2.4% | +15.4% | -17.8% | -11.7% |
| All | +10.7% | -31.7% | +42.4% | +5.5% |
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