+14.9%
RIVN vs QLD
+46.1%
-31.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | -2.1% | +0.6% | -2.6% | -2.4% |
| 30D | +1.2% | -0.1% | +1.3% | +1.2% |
| 3M | -13.1% | -8.4% | -4.8% | -8.1% |
| 6M | +5.5% | +32.2% | -26.7% | -12.4% |
| YTD | -20.1% | +28.9% | -49.0% | -32.9% |
| 1Y | +14.9% | +43.8% | -28.9% | +1.3% |
| All | +14.9% | +46.1% | -31.2% | +1.3% |
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