+940.6%
DELL vs RIVN
-85.0%
+1,025.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.3% | +0.4% |
| 7D | +8.7% | +2.5% | +6.2% | +8.4% |
| 30D | +16.9% | -2.3% | +19.2% | +17.1% |
| 3M | +40.4% | +1.7% | +38.7% | +39.1% |
| 6M | +267.1% | +0.9% | +266.2% | +263.9% |
| YTD | +329.1% | -18.8% | +347.9% | +332.8% |
| 1Y | +346.9% | +14.8% | +332.1% | +330.9% |
| 3Y | +696.6% | -30.7% | +727.4% | +681.1% |
| All | +940.6% | -85.0% | +1,025.7% | +958.4% |
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