-26.9%
RIVN vs WM
+21.7%
-48.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +1.6% | -7.1% | -4.6% |
| 7D | -3.7% | +1.2% | -4.9% | -2.9% |
| 30D | -4.3% | +15.2% | -19.5% | +4.8% |
| 3M | -19.6% | +8.3% | -28.0% | -15.6% |
| 6M | -8.2% | +13.1% | -21.4% | -1.7% |
| YTD | -35.1% | +12.5% | -47.6% | -28.1% |
| 1Y | -26.9% | +21.8% | -48.7% | -14.2% |
| All | -26.9% | +21.7% | -48.6% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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