-14.6%
RIVN vs WELL
+14.1%
-28.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.2% | -4.7% | -5.0% |
| 7D | -10.5% | +0.1% | -10.6% | -10.5% |
| 30D | -5.9% | +5.7% | -11.6% | -2.1% |
| 3M | -23.0% | +4.6% | -27.6% | -20.5% |
| 6M | -14.6% | +11.9% | -26.5% | -3.2% |
| All | -14.6% | +14.1% | -28.7% | -3.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling