-31.5%
RIVN vs WSM
+230.1%
-261.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.5% |
| 7D | +1.8% | -0.5% | +2.4% | +2.0% |
| 30D | +0.6% | -7.7% | +8.3% | +3.7% |
| 3M | +3.2% | +3.8% | -0.6% | +1.4% |
| 6M | -3.7% | +22.7% | -26.4% | -11.2% |
| YTD | -18.7% | +28.0% | -46.7% | -25.9% |
| 1Y | +14.7% | +12.7% | +2.0% | +8.9% |
| 3Y | -31.5% | +231.3% | -262.8% | -63.1% |
| All | -31.5% | +230.1% | -261.6% | -63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling