-84.1%
RIVN vs EQH
+76.4%
-160.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -1.0% |
| 7D | +1.8% | +0.7% | +1.1% | +1.3% |
| 30D | +0.6% | +2.8% | -2.2% | -1.5% |
| 3M | +3.2% | +23.1% | -19.9% | -9.8% |
| 6M | -3.7% | +41.4% | -45.1% | -23.7% |
| YTD | -18.7% | +14.3% | -32.9% | -26.5% |
| 1Y | +14.7% | +1.6% | +13.1% | +10.3% |
| 3Y | -31.5% | +102.7% | -134.2% | -66.7% |
| All | -84.1% | +76.4% | -160.5% | -90.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling