-84.1%
RIVN vs WY
-28.1%
-56.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | +1.8% | -4.2% | +6.0% | +5.3% |
| 30D | +0.6% | -10.1% | +10.7% | +9.5% |
| 3M | +3.2% | -8.5% | +11.6% | +8.2% |
| 6M | -3.7% | -3.3% | -0.4% | -4.3% |
| YTD | -18.7% | -4.4% | -14.3% | -20.4% |
| 1Y | +14.7% | -11.5% | +26.2% | +20.0% |
| 3Y | -31.5% | -24.3% | -7.2% | -18.2% |
| All | -84.1% | -28.1% | -56.0% | -79.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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