-86.6%
RIVN vs IWD
+74.0%
-160.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -2.1% |
| 7D | -3.7% | -0.6% | -3.1% | -2.6% |
| 30D | 0.0% | +3.6% | -3.6% | -6.9% |
| 3M | -17.2% | +2.7% | -19.9% | -21.6% |
| 6M | -3.8% | +13.2% | -17.0% | -25.0% |
| YTD | -31.3% | +26.8% | -58.1% | -57.3% |
| 1Y | -24.9% | +29.3% | -54.1% | -55.1% |
| 3Y | -12.1% | +85.1% | -97.2% | -76.1% |
| 5Y | -89.0% | +74.2% | -163.2% | -96.0% |
| All | -86.6% | +74.0% | -160.5% | -95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling