-31.6%
RIVN vs IWD
+69.9%
-101.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | 0.0% |
| 7D | +2.5% | -1.2% | +3.7% | +4.6% |
| 30D | -2.3% | -1.6% | -0.7% | +0.5% |
| 3M | +1.7% | +7.0% | -5.3% | -9.8% |
| 6M | +0.9% | +17.0% | -16.1% | -22.9% |
| YTD | -18.8% | +21.6% | -40.4% | -41.8% |
| 1Y | +14.8% | +28.0% | -13.2% | -24.3% |
| All | -31.6% | +69.9% | -101.5% | -76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling