+12.5%
RIVN vs IWD
+33.0%
-20.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +0.8% |
| 7D | +20.5% | +2.5% | +17.9% | +14.7% |
| 30D | -3.7% | +6.0% | -9.7% | -14.2% |
| 3M | -10.8% | +3.8% | -14.5% | -17.0% |
| 6M | -3.1% | +16.3% | -19.4% | -29.3% |
| YTD | -28.7% | +27.5% | -56.1% | -56.7% |
| 1Y | +12.5% | +32.8% | -20.3% | -40.8% |
| All | +12.5% | +33.0% | -20.6% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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