-3.0%
RIVN vs DGX
+14.7%
-17.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.1% |
| 7D | +0.9% | -3.5% | +4.3% | +0.6% |
| 30D | -1.9% | -2.7% | +0.8% | -2.1% |
| 3M | +8.7% | +13.9% | -5.1% | +12.9% |
| 6M | -3.0% | +16.0% | -19.0% | +1.0% |
| All | -3.0% | +14.7% | -17.7% | +1.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling