+143.3%
DELL vs RIVN
+8.5%
+134.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +5.8% | -14.6% | -9.7% |
| 7D | -24.6% | +20.5% | -45.1% | -27.1% |
| 30D | -32.5% | -3.7% | -28.8% | -32.0% |
| 3M | -20.2% | -10.8% | -9.4% | -18.7% |
| 6M | +76.5% | -3.1% | +79.6% | +76.4% |
| YTD | +198.9% | -28.7% | +227.6% | +192.4% |
| 1Y | +143.3% | +12.5% | +130.9% | +138.3% |
| All | +143.3% | +8.5% | +134.8% | +138.3% |
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 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