+15.4%
RIVN vs IWD
+27.7%
-12.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.8% |
| 7D | +0.9% | -2.3% | +3.2% | +5.6% |
| 30D | -1.9% | -1.8% | -0.1% | +1.6% |
| 3M | +8.7% | +8.0% | +0.7% | -7.9% |
| 6M | -3.0% | +17.0% | -19.9% | -29.5% |
| YTD | -18.6% | +21.3% | -39.8% | -44.5% |
| 1Y | +15.4% | +27.9% | -12.6% | -28.7% |
| All | +15.4% | +27.7% | -12.3% | -28.7% |
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 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