+12.5%
RIVN vs DGX
+45.0%
-32.5%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +3.5% | +2.3% | +6.0% |
| 7D | +20.5% | +4.1% | +16.4% | +20.7% |
| 30D | -3.7% | +10.5% | -14.2% | -3.1% |
| 3M | -10.8% | +9.8% | -20.6% | -10.1% |
| 6M | -3.1% | +34.6% | -37.7% | -0.4% |
| YTD | -28.7% | +49.8% | -78.5% | -26.8% |
| 1Y | +12.5% | +46.0% | -33.6% | +17.9% |
| All | +12.5% | +45.0% | -32.5% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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