-40.6%
UPS vs RIVN
-85.0%
+44.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.2% | -1.1% |
| 7D | -3.7% | +2.5% | -6.2% | -3.9% |
| 30D | -3.7% | -2.3% | -1.4% | -3.6% |
| 3M | -6.6% | +1.7% | -8.3% | -7.5% |
| 6M | +2.6% | +0.9% | +1.7% | +1.3% |
| YTD | +4.8% | -18.8% | +23.6% | +5.4% |
| 1Y | +25.3% | +14.8% | +10.5% | +20.1% |
| 3Y | -26.9% | -30.7% | +3.9% | -29.3% |
| All | -40.6% | -85.0% | +44.4% | -38.3% |
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