-84.1%
RIVN vs WU
-43.4%
-40.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.4% |
| 7D | +1.8% | -3.5% | +5.3% | +3.7% |
| 30D | +0.6% | -2.9% | +3.6% | +2.0% |
| 3M | +3.2% | -2.3% | +5.4% | +2.9% |
| 6M | -3.7% | -25.4% | +21.6% | +11.4% |
| YTD | -18.7% | -21.2% | +2.5% | -9.3% |
| 1Y | +14.7% | -8.9% | +23.6% | +15.2% |
| 3Y | -31.5% | -29.0% | -2.6% | -20.7% |
| All | -84.1% | -43.4% | -40.7% | -78.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling