+130.9%
GLD vs RIVN
-84.9%
+215.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.7% | -4.5% | -1.8% |
| 7D | +0.7% | +4.1% | -3.3% | +0.7% |
| 30D | +0.3% | +1.1% | -0.7% | +0.3% |
| 3M | +0.6% | -4.0% | +4.6% | +0.6% |
| 6M | -15.6% | +5.2% | -20.8% | -15.7% |
| YTD | +0.9% | -18.0% | +18.8% | +0.8% |
| 1Y | +19.4% | +15.6% | +3.8% | +18.9% |
| 3Y | +124.5% | -30.0% | +154.5% | +124.0% |
| All | +130.9% | -84.9% | +215.7% | +131.8% |
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