-75.8%
U vs RIVN
-84.9%
+9.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.7% | -0.1% | +1.5% |
| 7D | +4.5% | +4.1% | +0.4% | +2.7% |
| 30D | -0.6% | +1.1% | -1.6% | -1.4% |
| 3M | +48.4% | -4.0% | +52.4% | +46.4% |
| 6M | +115.4% | +5.2% | +110.2% | +100.4% |
| YTD | -3.2% | -18.0% | +14.7% | -1.1% |
| 1Y | -6.0% | +15.6% | -21.6% | -20.4% |
| 3Y | +13.5% | -30.0% | +43.5% | +1.4% |
| All | -75.8% | -84.9% | +9.1% | -68.2% |
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 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