-84.1%
RIVN vs ED
+62.6%
-146.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.2% |
| 7D | +0.9% | -1.9% | +2.7% | +0.8% |
| 30D | -1.9% | +0.1% | -2.0% | -1.9% |
| 3M | +8.7% | 0.0% | +8.7% | +8.6% |
| 6M | -3.0% | -2.5% | -0.5% | -2.9% |
| YTD | -18.6% | +10.1% | -28.7% | -18.9% |
| 1Y | +15.4% | +13.6% | +1.8% | +14.5% |
| 3Y | -30.5% | +32.4% | -63.0% | -34.9% |
| All | -84.1% | +62.6% | -146.7% | -85.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling