+134.9%
GLD vs RIVN
-85.3%
+220.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.8% |
| 7D | -0.5% | -2.1% | +1.5% | -0.5% |
| 30D | +4.4% | +1.2% | +3.2% | +4.4% |
| 3M | -1.1% | -13.1% | +12.0% | -0.9% |
| 6M | -13.8% | +5.5% | -19.3% | -13.9% |
| YTD | +2.6% | -20.1% | +22.8% | +2.7% |
| 1Y | +24.5% | +14.9% | +9.6% | +24.0% |
| 3Y | +125.8% | -32.5% | +158.3% | +125.5% |
| All | +134.9% | -85.3% | +220.2% | +136.0% |
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