-4.6%
HD vs RIVN
+8.5%
-13.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +5.8% | +0.7% | +6.2% |
| 7D | +11.9% | +20.5% | -8.6% | +11.1% |
| 30D | +26.4% | -3.7% | +30.1% | +26.5% |
| 3M | +2.8% | -10.8% | +13.6% | +3.1% |
| 6M | +15.5% | -3.1% | +18.6% | +15.0% |
| YTD | +5.5% | -28.7% | +34.2% | +4.3% |
| 1Y | -4.6% | +12.5% | -17.1% | -5.9% |
| All | -4.6% | +8.5% | -13.1% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling