-36.2%
WDAY vs RIVN
-85.0%
+48.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.5% | +0.3% |
| 7D | -5.2% | +1.8% | -7.0% | -5.4% |
| 30D | +5.9% | +0.6% | +5.3% | +5.7% |
| 3M | +42.3% | +3.2% | +39.1% | +40.1% |
| 6M | +34.7% | -3.7% | +38.4% | +33.2% |
| YTD | -13.5% | -18.7% | +5.1% | -12.8% |
| 1Y | -18.1% | +14.7% | -32.8% | -22.9% |
| 3Y | -26.4% | -31.5% | +5.2% | -29.1% |
| All | -36.2% | -85.0% | +48.8% | -30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling