-84.1%
RIVN vs WELL
+210.6%
-294.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +0.9% | -2.2% | +3.1% | +1.9% |
| 30D | -1.9% | +4.7% | -6.6% | -3.9% |
| 3M | +8.7% | +11.9% | -3.2% | +2.2% |
| 6M | -3.0% | +14.3% | -17.3% | -10.8% |
| YTD | -18.6% | +28.4% | -46.9% | -30.0% |
| 1Y | +15.4% | +42.3% | -26.9% | -6.7% |
| 3Y | -30.5% | +202.6% | -233.1% | -66.9% |
| All | -84.1% | +210.6% | -294.7% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling