-84.1%
RIVN vs DT
-31.4%
-52.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | -0.6% |
| 7D | +0.9% | -2.5% | +3.4% | +2.3% |
| 30D | -1.9% | +3.5% | -5.4% | -4.2% |
| 3M | +8.7% | +26.7% | -18.0% | -6.3% |
| 6M | -3.0% | +36.1% | -39.1% | -22.3% |
| YTD | -18.6% | +18.6% | -37.2% | -29.4% |
| 1Y | +15.4% | +7.9% | +7.5% | +4.9% |
| 3Y | -30.5% | +8.6% | -39.1% | -42.7% |
| All | -84.1% | -31.4% | -52.6% | -83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling