-87.9%
RIVN vs WMB
+202.2%
-290.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.5% | -4.3% | -4.7% |
| 7D | -10.5% | +7.8% | -18.3% | -12.8% |
| 30D | -5.9% | -5.1% | -0.8% | -4.8% |
| 3M | -23.0% | -4.7% | -18.3% | -22.6% |
| 6M | -14.6% | -7.4% | -7.2% | -14.3% |
| YTD | -38.2% | +17.5% | -55.7% | -45.1% |
| 1Y | -25.7% | +19.5% | -45.2% | -34.8% |
| 3Y | -24.8% | +121.3% | -146.0% | -57.8% |
| 5Y | -90.6% | +200.5% | -291.1% | -95.5% |
| All | -87.9% | +202.2% | -290.1% | -94.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 10y: compounded portfolio wealth divided by compounded WMB 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…
10y analysis · Full analysis span regression · 6 months rolling