-31.5%
RIVN vs DT
+7.2%
-38.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +1.8% | -1.6% | +3.4% | +2.2% |
| 30D | +0.6% | +3.0% | -2.4% | -0.2% |
| 3M | +3.2% | +26.5% | -23.4% | -2.6% |
| 6M | -3.7% | +35.9% | -39.7% | -11.3% |
| YTD | -18.7% | +17.8% | -36.5% | -22.6% |
| 1Y | +14.7% | +4.1% | +10.7% | +11.9% |
| 3Y | -31.5% | +5.3% | -36.8% | -38.9% |
| All | -31.5% | +7.2% | -38.8% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 3y: compounded portfolio wealth divided by compounded DT 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…
3y analysis · Full analysis span regression · 6 months rolling