+1,008.9%
WDC vs RIVN
-85.0%
+1,093.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.5% |
| 7D | +4.4% | +0.9% | +3.5% | +4.2% |
| 30D | +5.3% | -1.9% | +7.2% | +5.3% |
| 3M | -5.9% | +8.7% | -14.7% | -8.0% |
| 6M | +73.2% | -3.0% | +76.2% | +72.8% |
| YTD | +167.8% | -18.6% | +186.4% | +172.5% |
| 1Y | +386.0% | +15.4% | +370.6% | +360.8% |
| 3Y | +1,309.7% | -30.5% | +1,340.2% | +1,263.0% |
| All | +1,008.9% | -85.0% | +1,093.9% | +1,108.1% |
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