+63.3%
IWM vs RIVN
-31.9%
+95.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.3% | -1.2% |
| 7D | -1.1% | +2.5% | -3.7% | -1.5% |
| 30D | -3.1% | -2.3% | -0.8% | -2.9% |
| 3M | +2.2% | +1.7% | +0.5% | +1.2% |
| 6M | +15.1% | +0.9% | +14.2% | +13.5% |
| YTD | +18.6% | -18.8% | +37.4% | +19.4% |
| 1Y | +24.0% | +14.8% | +9.2% | +18.4% |
| All | +63.3% | -31.9% | +95.2% | +56.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling