+14.9%
RIVN vs W
+25.7%
-10.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.5% |
| 7D | -2.1% | -4.2% | +2.1% | -1.3% |
| 30D | +1.2% | -7.6% | +8.7% | +2.5% |
| 3M | -13.1% | +37.2% | -50.3% | -19.0% |
| 6M | +5.5% | +26.3% | -20.8% | -1.4% |
| YTD | -20.1% | -1.0% | -19.2% | -23.1% |
| 1Y | +14.9% | +20.1% | -5.2% | +8.1% |
| All | +14.9% | +25.7% | -10.8% | +8.1% |
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