+14.9%
RIVN vs WAT
+41.4%
-26.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.7% |
| 7D | -2.1% | -1.3% | -0.8% | -1.6% |
| 30D | +1.2% | +2.3% | -1.2% | +0.5% |
| 3M | -13.1% | +8.7% | -21.9% | -15.3% |
| 6M | +5.5% | +28.3% | -22.8% | -2.8% |
| YTD | -20.1% | +7.8% | -27.9% | -23.7% |
| 1Y | +14.9% | +36.6% | -21.7% | +7.3% |
| All | +14.9% | +41.4% | -26.5% | +7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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