-84.1%
RIVN vs WELL
+210.5%
-294.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.8% | -0.2% | +2.1% | +2.0% |
| 30D | +0.6% | +2.3% | -1.7% | -0.4% |
| 3M | +3.2% | +12.3% | -9.1% | -3.2% |
| 6M | -3.7% | +15.6% | -19.3% | -12.0% |
| YTD | -18.7% | +28.3% | -47.0% | -30.1% |
| 1Y | +14.7% | +41.9% | -27.2% | -7.1% |
| 3Y | -31.5% | +198.3% | -229.9% | -67.0% |
| All | -84.1% | +210.5% | -294.6% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded WELL 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling