-87.3%
RIVN vs WMB
+203.7%
-291.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.2% | -5.7% |
| 7D | -3.7% | +8.1% | -11.8% | -6.2% |
| 30D | -4.3% | -6.9% | +2.6% | -2.4% |
| 3M | -19.6% | -5.1% | -14.6% | -19.0% |
| 6M | -8.2% | -5.7% | -2.5% | -8.6% |
| YTD | -35.1% | +18.1% | -53.1% | -42.4% |
| 1Y | -26.9% | +18.4% | -45.4% | -35.5% |
| 3Y | -16.9% | +122.7% | -139.6% | -53.5% |
| 5Y | -90.2% | +202.0% | -292.2% | -95.3% |
| All | -87.3% | +203.7% | -291.0% | -93.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling