+300.2%
SMH vs RIVN
-85.0%
+385.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +0.3% | +1.8% | -1.6% | -0.1% |
| 30D | -2.8% | +0.6% | -3.4% | -3.0% |
| 3M | -6.7% | +3.2% | -9.9% | -8.1% |
| 6M | +41.8% | -3.7% | +45.5% | +41.0% |
| YTD | +57.9% | -18.7% | +76.5% | +60.5% |
| 1Y | +87.6% | +14.7% | +72.9% | +76.4% |
| 3Y | +282.9% | -31.5% | +314.5% | +268.9% |
| All | +300.2% | -85.0% | +385.2% | +347.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling