-31.4%
RIVN vs WU
-29.2%
-2.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | +0.9% | -5.0% | +5.8% | +3.3% |
| 30D | -1.9% | -2.3% | +0.4% | -1.0% |
| 3M | +8.7% | -3.2% | +12.0% | +9.1% |
| 6M | -3.0% | -25.0% | +22.1% | +10.5% |
| YTD | -18.6% | -21.7% | +3.1% | -9.8% |
| 1Y | +15.4% | -9.0% | +24.3% | +15.2% |
| All | -31.4% | -29.2% | -2.3% | -23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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