-24.8%
RIVN vs ED
+50.2%
-74.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.4% | -6.2% | -4.4% |
| 7D | -10.5% | +2.1% | -12.6% | -9.9% |
| 30D | -5.9% | +10.4% | -16.3% | -3.0% |
| 3M | -23.0% | +12.5% | -35.6% | -20.0% |
| 6M | -14.6% | +14.9% | -29.6% | -10.7% |
| YTD | -38.2% | +24.8% | -63.0% | -34.3% |
| 1Y | -25.7% | +23.8% | -49.5% | -21.2% |
| 3Y | -24.8% | +51.6% | -76.4% | -34.8% |
| All | -24.8% | +50.2% | -74.9% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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