-36.0%
WDAY vs RIVN
-84.9%
+48.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.7% | -7.6% | -5.3% |
| 7D | -6.1% | +4.1% | -10.2% | -6.7% |
| 30D | +3.7% | +1.1% | +2.6% | +3.4% |
| 3M | +29.6% | -4.0% | +33.6% | +28.9% |
| 6M | +23.3% | +5.2% | +18.1% | +20.2% |
| YTD | -13.3% | -18.0% | +4.7% | -12.6% |
| 1Y | -19.6% | +15.6% | -35.2% | -24.4% |
| 3Y | -25.7% | -30.0% | +4.3% | -28.7% |
| All | -36.0% | -84.9% | +48.9% | -30.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling