-31.5%
RIVN vs EQH
+100.2%
-131.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.7% |
| 7D | +1.8% | +0.7% | +1.1% | +1.5% |
| 30D | +0.6% | +2.8% | -2.2% | -0.7% |
| 3M | +3.2% | +23.1% | -19.9% | -5.2% |
| 6M | -3.7% | +41.4% | -45.1% | -16.5% |
| YTD | -18.7% | +14.3% | -32.9% | -23.8% |
| 1Y | +14.7% | +1.6% | +13.1% | +12.2% |
| 3Y | -31.5% | +102.7% | -134.2% | -60.7% |
| All | -31.5% | +100.2% | -131.8% | -60.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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