-31.5%
RIVN vs DTE
+43.4%
-74.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.3% |
| 7D | +1.8% | -2.6% | +4.4% | +2.7% |
| 30D | +0.6% | -4.4% | +5.0% | +2.1% |
| 3M | +3.2% | -8.3% | +11.5% | +5.3% |
| 6M | -3.7% | -8.1% | +4.4% | -2.1% |
| YTD | -18.7% | +4.4% | -23.1% | -22.8% |
| 1Y | +14.7% | +0.2% | +14.6% | +11.4% |
| 3Y | -31.5% | +42.6% | -74.1% | -52.1% |
| All | -31.5% | +43.4% | -74.9% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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