+14.7%
RIVN vs DE
+45.1%
-30.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +1.8% | -2.6% | +4.4% | +2.6% |
| 30D | +0.6% | +9.0% | -8.4% | -2.1% |
| 3M | +3.2% | +19.1% | -16.0% | -1.3% |
| 6M | -3.7% | +14.4% | -18.1% | -7.6% |
| YTD | -18.7% | +45.9% | -64.6% | -23.4% |
| 1Y | +14.7% | +43.6% | -28.9% | +7.0% |
| All | +14.7% | +45.1% | -30.4% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling