-84.1%
RIVN vs DGX
+81.5%
-165.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.7% |
| 7D | +1.8% | -0.9% | +2.7% | +2.1% |
| 30D | +0.6% | -1.2% | +1.8% | +1.1% |
| 3M | +3.2% | +15.8% | -12.6% | -1.8% |
| 6M | -3.7% | +18.2% | -21.9% | -9.3% |
| YTD | -18.7% | +37.2% | -55.9% | -28.1% |
| 1Y | +14.7% | +30.4% | -15.6% | +3.4% |
| 3Y | -31.5% | +96.7% | -128.2% | -50.0% |
| All | -84.1% | +81.5% | -165.6% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling