-87.3%
RIVN vs SW
-0.3%
-87.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.9% | -3.5% | -4.9% |
| 7D | -3.7% | -3.0% | -0.7% | -2.8% |
| 30D | -4.3% | +4.2% | -8.4% | -5.5% |
| 3M | -19.6% | -11.5% | -8.1% | -16.7% |
| 6M | -8.2% | +8.6% | -16.8% | -11.2% |
| YTD | -35.1% | +15.0% | -50.0% | -39.0% |
| 1Y | -26.9% | +25.7% | -52.6% | -33.4% |
| 3Y | -16.9% | +44.8% | -61.7% | -30.6% |
| 5Y | -90.2% | -1.7% | -88.4% | -91.0% |
| All | -87.3% | -0.3% | -87.0% | -88.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling