-4.9%
HD vs RIVN
-85.0%
+80.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | -3.8% | +1.8% | -5.7% | -4.0% |
| 30D | -9.4% | +0.6% | -10.1% | -9.6% |
| 3M | -4.6% | +3.2% | -7.8% | -5.5% |
| 6M | -10.1% | -3.7% | -6.4% | -10.7% |
| YTD | -8.3% | -18.7% | +10.3% | -7.8% |
| 1Y | -25.0% | +14.7% | -39.8% | -27.8% |
| 3Y | +1.5% | -31.5% | +33.1% | -1.2% |
| All | -4.9% | -85.0% | +80.1% | -1.7% |
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