-33.0%
RIVN vs GEHC
+2.6%
-35.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.9% |
| 7D | +0.9% | -7.9% | +8.7% | +4.2% |
| 30D | -1.9% | -11.7% | +9.8% | +3.2% |
| 3M | +8.7% | +0.8% | +7.9% | +7.5% |
| 6M | -3.0% | -11.6% | +8.6% | +1.0% |
| YTD | -18.6% | -21.6% | +3.0% | -11.0% |
| 1Y | +15.4% | -15.3% | +30.7% | +20.8% |
| 3Y | -30.5% | -0.5% | -30.0% | -35.5% |
| All | -33.0% | +2.6% | -35.6% | -43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEHC.
Daily Out/Under-Performance
Portfolio return minus GEHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEHC 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 GEHC 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