-84.1%
RIVN vs NWSA
+29.8%
-113.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.3% |
| 7D | +1.8% | -2.8% | +4.6% | +4.1% |
| 30D | +0.6% | +3.0% | -2.4% | -1.8% |
| 3M | +3.2% | +12.3% | -9.2% | -7.3% |
| 6M | -3.7% | +21.9% | -25.6% | -20.2% |
| YTD | -18.7% | +13.6% | -32.2% | -29.2% |
| 1Y | +14.7% | +0.5% | +14.3% | +11.0% |
| 3Y | -31.5% | +43.8% | -75.3% | -54.7% |
| All | -84.1% | +29.8% | -113.9% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 5y: compounded portfolio wealth divided by compounded NWSA 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…
5y analysis · Full analysis span regression · 6 months rolling