-84.1%
RIVN vs IWD
+66.4%
-150.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.9% |
| 7D | +0.9% | -2.3% | +3.2% | +5.7% |
| 30D | -1.9% | -1.8% | -0.1% | +1.7% |
| 3M | +8.7% | +8.0% | +0.7% | -7.3% |
| 6M | -3.0% | +17.0% | -19.9% | -29.0% |
| YTD | -18.6% | +21.3% | -39.8% | -44.6% |
| 1Y | +15.4% | +27.9% | -12.6% | -29.4% |
| 3Y | -30.5% | +70.1% | -100.6% | -77.1% |
| All | -84.1% | +66.4% | -150.5% | -93.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling