+50.7%
GM vs RIVN
-85.0%
+135.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -2.4% | +1.8% | -4.3% | -2.8% |
| 30D | -1.1% | +0.6% | -1.7% | -1.3% |
| 3M | +6.1% | +3.2% | +3.0% | +4.4% |
| 6M | +15.0% | -3.7% | +18.7% | +13.8% |
| YTD | +6.0% | -18.7% | +24.7% | +7.3% |
| 1Y | +47.1% | +14.7% | +32.3% | +37.9% |
| 3Y | +170.5% | -31.5% | +202.0% | +158.9% |
| All | +50.7% | -85.0% | +135.7% | +63.6% |
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