+14.7%
RIVN vs DG
+19.2%
-4.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.5% |
| 7D | +1.8% | -6.5% | +8.3% | +3.9% |
| 30D | +0.6% | +4.2% | -3.5% | -1.0% |
| 3M | +3.2% | +9.5% | -6.4% | -1.0% |
| 6M | -3.7% | -13.1% | +9.4% | +1.7% |
| YTD | -18.7% | -4.8% | -13.8% | -15.4% |
| 1Y | +14.7% | +20.6% | -5.9% | +5.4% |
| All | +14.7% | +19.2% | -4.4% | +5.4% |
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