+1,002.9%
DELL vs RIVN
-85.0%
+1,087.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.1% | +12.1% | +12.0% |
| 7D | +8.2% | +1.8% | +6.4% | +8.0% |
| 30D | +17.1% | +0.6% | +16.5% | +16.9% |
| 3M | +45.2% | +3.2% | +42.0% | +43.6% |
| 6M | +286.8% | -3.7% | +290.5% | +285.3% |
| YTD | +354.8% | -18.7% | +373.5% | +358.6% |
| 1Y | +358.3% | +14.7% | +343.5% | +341.8% |
| 3Y | +724.9% | -31.5% | +756.4% | +709.9% |
| All | +1,002.9% | -85.0% | +1,087.9% | +1,021.5% |
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