+96.2%
SMH vs RIVN
+9.6%
+86.6%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.7% | +2.8% |
| 7D | +2.5% | -2.1% | +4.6% | +2.9% |
| 30D | -0.5% | +1.2% | -1.6% | -0.8% |
| 3M | -9.6% | -13.1% | +3.5% | -8.3% |
| 6M | +42.1% | +5.5% | +36.6% | +40.5% |
| YTD | +57.4% | -20.1% | +77.6% | +58.7% |
| 1Y | +96.2% | +14.9% | +81.3% | +89.0% |
| All | +96.2% | +9.6% | +86.6% | +89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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