-84.1%
RIVN vs WSM
+141.1%
-225.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +1.9% | +1.1% |
| 7D | +0.9% | +0.4% | +0.4% | +0.6% |
| 30D | -1.9% | -10.7% | +8.8% | +4.0% |
| 3M | +8.7% | +8.5% | +0.3% | +3.8% |
| 6M | -3.0% | +19.6% | -22.6% | -12.2% |
| YTD | -18.6% | +26.6% | -45.2% | -28.6% |
| 1Y | +15.4% | +12.0% | +3.4% | +7.4% |
| 3Y | -30.5% | +226.6% | -257.2% | -70.7% |
| All | -84.1% | +141.1% | -225.2% | -91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling