-40.2%
UPS vs RIVN
-85.0%
+44.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -3.4% | +0.9% | -4.3% | -3.5% |
| 30D | -2.7% | -1.9% | -0.8% | -2.6% |
| 3M | -1.6% | +8.7% | -10.4% | -3.4% |
| 6M | +2.3% | -3.0% | +5.3% | +1.5% |
| YTD | +5.6% | -18.6% | +24.1% | +6.1% |
| 1Y | +27.1% | +15.4% | +11.7% | +21.7% |
| 3Y | -26.3% | -30.5% | +4.2% | -28.8% |
| All | -40.2% | -85.0% | +44.8% | -37.9% |
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