+104.1%
GLD vs RIVN
-90.7%
+194.8%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.8% | +5.0% | +0.3% |
| 7D | -4.6% | -10.5% | +5.9% | -4.3% |
| 30D | -5.5% | -5.9% | +0.5% | -5.3% |
| 3M | -10.9% | -23.0% | +12.1% | -10.4% |
| 6M | -17.4% | -14.6% | -2.8% | -17.1% |
| YTD | -10.3% | -38.2% | +27.9% | -9.7% |
| 1Y | -7.2% | -25.7% | +18.5% | -6.8% |
| 3Y | +96.9% | -24.8% | +121.7% | +97.3% |
| All | +104.1% | -90.7% | +194.8% | +104.8% |
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