-86.5%
RIVN vs WM
+60.8%
-147.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.1% | +4.5% | +2.6% |
| 7D | +11.9% | +1.2% | +10.7% | +11.8% |
| 30D | -5.1% | +13.1% | -18.2% | -6.1% |
| 3M | -11.5% | +3.6% | -15.1% | -11.8% |
| 6M | -6.0% | +8.1% | -14.1% | -7.5% |
| YTD | -30.9% | +8.9% | -39.9% | -32.4% |
| 1Y | -10.6% | +20.3% | -30.9% | -14.9% |
| 3Y | -20.8% | +46.2% | -66.9% | -33.2% |
| All | -86.5% | +60.8% | -147.3% | -88.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling