-31.5%
RIVN vs GIS
-37.5%
+5.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +1.8% | -6.4% | +8.2% | +1.5% |
| 30D | +0.6% | -6.1% | +6.7% | +0.3% |
| 3M | +3.2% | +7.8% | -4.7% | +3.2% |
| 6M | -3.7% | -8.8% | +5.1% | -2.9% |
| YTD | -18.7% | -19.1% | +0.5% | -17.4% |
| 1Y | +14.7% | -24.8% | +39.5% | +17.0% |
| 3Y | -31.5% | -37.6% | +6.0% | -28.5% |
| All | -31.5% | -37.5% | +5.9% | -28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling