-26.9%
RIVN vs IWD
+28.5%
-55.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -4.7% |
| 7D | -3.7% | +1.7% | -5.4% | -6.5% |
| 30D | -4.3% | +3.2% | -7.5% | -9.5% |
| 3M | -19.6% | +2.3% | -21.9% | -22.8% |
| 6M | -8.2% | +12.9% | -21.2% | -27.0% |
| YTD | -35.1% | +26.2% | -61.3% | -56.3% |
| 1Y | -26.9% | +28.3% | -55.2% | -52.3% |
| All | -26.9% | +28.5% | -55.4% | -52.3% |
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