-1.1%
HD vs RIVN
-85.3%
+84.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.0% |
| 7D | -2.1% | -2.1% | 0.0% | -1.9% |
| 30D | -8.4% | +1.2% | -9.6% | -8.6% |
| 3M | +4.3% | -13.1% | +17.5% | +5.0% |
| 6M | -11.1% | +5.5% | -16.6% | -12.5% |
| YTD | -4.7% | -20.1% | +15.5% | -4.0% |
| 1Y | -19.8% | +14.9% | -34.7% | -22.8% |
| 3Y | +4.1% | -32.5% | +36.6% | +1.4% |
| All | -1.1% | -85.3% | +84.1% | +2.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling