-24.8%
RIVN vs WELL
+204.0%
-228.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.7% | -4.8% |
| 7D | -10.5% | +0.1% | -10.6% | -10.5% |
| 30D | -5.9% | +5.7% | -11.6% | -6.5% |
| 3M | -23.0% | +4.6% | -27.6% | -23.3% |
| 6M | -14.6% | +11.9% | -26.5% | -15.8% |
| YTD | -38.2% | +33.6% | -71.8% | -42.5% |
| 1Y | -25.7% | +29.8% | -55.5% | -30.2% |
| 3Y | -24.8% | +202.2% | -226.9% | -51.3% |
| All | -24.8% | +204.0% | -228.8% | -51.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling