+14.9%
RIVN vs GIS
-18.7%
+33.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -1.5% |
| 7D | -2.1% | -7.8% | +5.8% | -3.3% |
| 30D | +1.2% | +6.6% | -5.4% | +2.4% |
| 3M | -13.1% | +21.0% | -34.1% | -10.6% |
| 6M | +5.5% | -9.1% | +14.6% | +7.5% |
| YTD | -20.1% | -13.6% | -6.5% | -17.0% |
| 1Y | +14.9% | -18.0% | +32.9% | +19.0% |
| All | +14.9% | -18.7% | +33.5% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 1y: compounded portfolio wealth divided by compounded GIS 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…
1y analysis · Full analysis span regression · 6 months rolling