-3.8%
RIVN vs IWD
+13.2%
-17.1%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.9% |
| 7D | -3.7% | -0.6% | -3.1% | -2.6% |
| 30D | 0.0% | +3.6% | -3.6% | -6.1% |
| 3M | -17.2% | +2.7% | -19.9% | -20.9% |
| 6M | -3.8% | +13.2% | -17.0% | -29.1% |
| All | -3.8% | +13.2% | -17.1% | -29.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling