+289.4%
HPE vs RIVN
-31.8%
+321.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.1% | +12.6% | +12.5% |
| 7D | +19.4% | +1.8% | +17.6% | +19.1% |
| 30D | +5.6% | +0.6% | +5.0% | +5.4% |
| 3M | +33.1% | +3.2% | +29.9% | +31.2% |
| 6M | +192.5% | -3.7% | +196.2% | +191.0% |
| YTD | +160.9% | -18.7% | +179.6% | +163.5% |
| 1Y | +155.0% | +14.7% | +140.2% | +144.6% |
| 3Y | +289.4% | -31.5% | +320.9% | +279.9% |
| All | +289.4% | -31.8% | +321.2% | +279.9% |
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 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