-32.7%
RIVN vs SW
+19.6%
-52.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.3% | -2.3% | -1.4% |
| 7D | -2.1% | -5.1% | +3.0% | -0.6% |
| 30D | +1.2% | -4.6% | +5.7% | +2.6% |
| 3M | -13.1% | +9.4% | -22.5% | -15.8% |
| 6M | +5.5% | +3.5% | +2.0% | +3.2% |
| YTD | -20.1% | +22.0% | -42.2% | -26.0% |
| 1Y | +14.9% | +2.2% | +12.7% | +11.8% |
| All | -32.7% | +19.6% | -52.3% | -42.6% |
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 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