+14.9%
RIVN vs IWD
+30.5%
-15.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | +0.3% |
| 7D | -2.1% | -0.3% | -1.8% | -1.5% |
| 30D | +1.2% | +0.6% | +0.6% | 0.0% |
| 3M | -13.1% | +7.2% | -20.4% | -24.6% |
| 6M | +5.5% | +16.2% | -10.7% | -22.3% |
| YTD | -20.1% | +23.3% | -43.5% | -47.1% |
| 1Y | +14.9% | +29.6% | -14.7% | -30.0% |
| All | +14.9% | +30.5% | -15.6% | -30.0% |
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