-30.0%
RIVN vs WST
-15.5%
-14.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.8% |
| 7D | +4.1% | -0.3% | +4.4% | +4.1% |
| 30D | +1.1% | -4.6% | +5.7% | +1.7% |
| 3M | -4.0% | +5.7% | -9.7% | -4.7% |
| 6M | +5.2% | +37.6% | -32.4% | +0.5% |
| YTD | -18.0% | +23.0% | -41.0% | -20.7% |
| 1Y | +15.6% | +33.8% | -18.3% | +10.6% |
| 3Y | -30.0% | -13.4% | -16.6% | -25.6% |
| All | -30.0% | -15.5% | -14.5% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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