-84.4%
RIVN vs WM
+48.4%
-132.8%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.2% | -1.0% |
| 7D | -2.1% | -0.3% | -1.7% | -2.0% |
| 30D | +1.2% | -2.4% | +3.5% | +1.4% |
| 3M | -13.1% | +0.4% | -13.6% | -14.0% |
| 6M | +5.5% | -9.5% | +15.0% | +6.8% |
| YTD | -20.1% | +0.5% | -20.6% | -21.2% |
| 1Y | +14.9% | -1.1% | +16.0% | +13.8% |
| 3Y | -32.5% | +46.0% | -78.5% | -45.1% |
| All | -84.4% | +48.4% | -132.8% | -86.8% |
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