+17.0%
HD vs RIVN
-12.4%
+29.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.8% | +5.0% | +0.5% |
| 7D | +1.5% | -10.5% | +12.0% | +2.4% |
| 30D | +18.0% | -5.9% | +23.9% | +18.6% |
| 3M | +2.8% | -23.0% | +25.8% | +4.3% |
| 6M | +17.0% | -14.6% | +31.6% | +18.9% |
| All | +17.0% | -12.4% | +29.4% | +18.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling