+31.4%
UNH vs RIVN
+9.6%
+21.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.1% | -0.9% |
| 7D | +1.1% | -2.1% | +3.1% | +1.1% |
| 30D | -3.8% | +1.2% | -4.9% | -3.9% |
| 3M | +0.7% | -13.1% | +13.9% | +0.8% |
| 6M | +37.9% | +5.5% | +32.4% | +36.1% |
| YTD | +21.9% | -20.1% | +42.1% | +20.7% |
| 1Y | +31.4% | +14.9% | +16.5% | +29.8% |
| All | +31.4% | +9.6% | +21.8% | +29.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling