-24.9%
RIVN vs SW
+25.9%
-50.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.4% | -1.0% |
| 7D | -3.7% | -2.6% | -1.1% | -3.0% |
| 30D | 0.0% | +7.2% | -7.2% | -1.7% |
| 3M | -17.2% | -10.5% | -6.8% | -15.0% |
| 6M | -3.8% | +9.9% | -13.7% | -6.7% |
| YTD | -31.3% | +17.2% | -48.5% | -33.6% |
| 1Y | -24.9% | +26.5% | -51.4% | -29.6% |
| All | -24.9% | +25.9% | -50.8% | -29.6% |
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