-83.9%
RIVN vs IWF
+67.5%
-151.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.3% | +3.0% | +3.2% |
| 7D | +4.1% | +1.5% | +2.6% | +1.7% |
| 30D | +1.1% | -1.3% | +2.3% | +3.1% |
| 3M | -4.0% | +0.1% | -4.1% | -3.6% |
| 6M | +5.2% | +10.3% | -5.1% | -8.6% |
| YTD | -18.0% | +4.2% | -22.1% | -22.2% |
| 1Y | +15.6% | +9.3% | +6.3% | +1.5% |
| 3Y | -30.0% | +79.3% | -109.3% | -75.8% |
| All | -83.9% | +67.5% | -151.5% | -92.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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