+32.3%
IWM vs RIVN
-85.3%
+117.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.4% |
| 7D | +0.1% | -2.1% | +2.1% | +0.4% |
| 30D | -1.3% | +1.2% | -2.4% | -1.5% |
| 3M | +1.6% | -13.1% | +14.7% | +2.6% |
| 6M | +13.6% | +5.5% | +8.1% | +11.1% |
| YTD | +20.8% | -20.1% | +40.9% | +22.1% |
| 1Y | +26.4% | +14.9% | +11.5% | +19.8% |
| 3Y | +60.7% | -32.5% | +93.2% | +55.1% |
| All | +32.3% | -85.3% | +117.6% | +40.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling