-86.8%
RIVN vs SW
+2.8%
-89.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.5% | -4.0% | -5.0% |
| 7D | +16.1% | +4.7% | +11.4% | +14.6% |
| 30D | -8.4% | +5.0% | -13.4% | -9.8% |
| 3M | -14.6% | -7.3% | -7.3% | -12.7% |
| 6M | -9.0% | +15.0% | -24.0% | -13.5% |
| YTD | -32.6% | +18.5% | -51.1% | -37.2% |
| 1Y | -13.8% | +27.1% | -40.9% | -21.7% |
| 3Y | -25.0% | +49.3% | -74.3% | -38.0% |
| All | -86.8% | +2.8% | -89.6% | -88.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling