+105.0%
GLD vs RIVN
-88.0%
+193.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -5.5% | +2.7% | -2.7% |
| 7D | -5.5% | -3.7% | -1.8% | -5.4% |
| 30D | -7.0% | -4.3% | -2.8% | -6.9% |
| 3M | -12.4% | -19.6% | +7.3% | -11.9% |
| 6M | -18.0% | -8.2% | -9.8% | -17.8% |
| YTD | -10.5% | -35.1% | +24.6% | -10.0% |
| 1Y | -8.1% | -26.9% | +18.9% | -7.8% |
| 3Y | +97.7% | -16.9% | +114.6% | +97.7% |
| 5Y | +103.4% | -90.2% | +193.6% | +105.5% |
| All | +105.0% | -88.0% | +193.0% | +106.9% |
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