+12.5%
RIVN vs DG
+45.3%
-32.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +8.5% | -2.7% | +3.2% |
| 7D | +20.5% | +12.3% | +8.2% | +16.4% |
| 30D | -3.7% | +19.3% | -23.0% | -9.0% |
| 3M | -10.8% | +11.9% | -22.6% | -14.3% |
| 6M | -3.1% | +25.0% | -28.1% | -11.2% |
| YTD | -28.7% | +8.7% | -37.4% | -28.1% |
| 1Y | +12.5% | +44.7% | -32.2% | -4.0% |
| All | +12.5% | +45.3% | -32.8% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 DG 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