-26.6%
WDAY vs RIVN
-31.7%
+5.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.5% |
| 7D | -10.5% | +0.9% | -11.4% | -10.6% |
| 30D | +2.1% | -1.9% | +4.0% | +2.2% |
| 3M | +34.6% | +8.7% | +25.9% | +32.8% |
| 6M | +29.9% | -3.0% | +32.9% | +29.0% |
| YTD | -13.8% | -18.6% | +4.7% | -13.5% |
| 1Y | -18.3% | +15.4% | -33.7% | -20.6% |
| All | -26.6% | -31.7% | +5.1% | -26.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 RIVN 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