+59.1%
DIA vs RIVN
-84.9%
+143.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.9% | -1.3% |
| 7D | +0.1% | +4.1% | -4.0% | -0.2% |
| 30D | -2.1% | +1.1% | -3.1% | -2.2% |
| 3M | +4.2% | -4.0% | +8.1% | +3.9% |
| 6M | +11.9% | +5.2% | +6.7% | +10.6% |
| YTD | +10.8% | -18.0% | +28.8% | +11.2% |
| 1Y | +17.5% | +15.6% | +1.9% | +14.3% |
| 3Y | +59.9% | -30.0% | +89.9% | +56.4% |
| All | +59.1% | -84.9% | +143.9% | +62.7% |
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