+3.1%
HD vs RIVN
-30.9%
+34.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -5.0% | -2.5% |
| 7D | -1.2% | +4.1% | -5.3% | -1.5% |
| 30D | -11.1% | +1.1% | -12.2% | -11.3% |
| 3M | +2.0% | -4.0% | +6.0% | +1.8% |
| 6M | -10.5% | +5.2% | -15.7% | -11.4% |
| YTD | -6.9% | -18.0% | +11.1% | -6.6% |
| 1Y | -23.2% | +15.6% | -38.8% | -25.4% |
| 3Y | +3.1% | -30.0% | +33.1% | +0.2% |
| All | +3.1% | -30.9% | +34.0% | +0.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling