+12.5%
RIVN vs W
+21.5%
-9.0%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +11.0% | -5.2% | +3.7% |
| 7D | +20.5% | +8.4% | +12.1% | +18.4% |
| 30D | -3.7% | +16.5% | -20.2% | -6.7% |
| 3M | -10.8% | +6.4% | -17.2% | -12.4% |
| 6M | -3.1% | +90.5% | -93.6% | -16.8% |
| YTD | -28.7% | +23.1% | -51.7% | -34.2% |
| 1Y | +12.5% | +24.3% | -11.8% | +3.7% |
| All | +12.5% | +21.5% | -9.0% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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