+7.4%
HD vs RIVN
-88.6%
+96.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.8% | +5.0% | +0.6% |
| 7D | +1.5% | -10.5% | +12.0% | +2.6% |
| 30D | +18.0% | -5.9% | +23.9% | +18.6% |
| 3M | +2.8% | -23.0% | +25.8% | +5.1% |
| 6M | +17.0% | -14.6% | +31.6% | +17.5% |
| YTD | +3.5% | -38.2% | +41.7% | +6.7% |
| 1Y | -2.6% | -25.7% | +23.1% | -1.8% |
| 3Y | +30.7% | -24.8% | +55.5% | +25.8% |
| 5Y | +6.2% | -90.6% | +96.8% | +13.1% |
| All | +7.4% | -88.6% | +96.0% | +13.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling