+12.5%
RIVN vs QLD
+13.1%
-0.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.9% | +3.9% | +4.6% |
| 7D | +20.5% | -9.4% | +29.9% | +27.5% |
| 30D | -3.7% | -17.1% | +13.4% | +8.1% |
| 3M | -10.8% | -10.4% | -0.4% | -5.4% |
| 6M | -3.1% | +0.7% | -3.8% | -4.8% |
| YTD | -28.7% | +17.7% | -46.4% | -37.8% |
| 1Y | +12.5% | +14.7% | -2.2% | -2.0% |
| All | +12.5% | +13.1% | -0.7% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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