+12.5%
RIVN vs SW
+29.5%
-17.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +4.1% | +1.7% | +4.8% |
| 7D | +20.5% | +12.1% | +8.4% | +17.2% |
| 30D | -3.7% | +6.6% | -10.3% | -5.2% |
| 3M | -10.8% | -6.0% | -4.8% | -9.5% |
| 6M | -3.1% | +21.5% | -24.6% | -7.4% |
| YTD | -28.7% | +20.3% | -49.0% | -29.8% |
| 1Y | +12.5% | +28.1% | -15.7% | +10.0% |
| All | +12.5% | +29.5% | -17.0% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling