-20.8%
RIVN vs SW
+39.0%
-59.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.9% | +3.4% | +2.7% |
| 7D | +11.9% | +2.3% | +9.6% | +11.3% |
| 30D | -5.1% | +6.8% | -11.9% | -6.9% |
| 3M | -11.5% | -5.2% | -6.3% | -10.2% |
| 6M | -6.0% | +7.4% | -13.4% | -8.5% |
| YTD | -30.9% | +17.4% | -48.3% | -35.2% |
| 1Y | -10.6% | +27.1% | -37.7% | -18.3% |
| 3Y | -20.8% | +47.9% | -68.6% | -37.9% |
| All | -20.8% | +39.0% | -59.8% | -37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling