+1,060.3%
WDC vs RIVN
-85.0%
+1,145.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.1% | +1.2% |
| 7D | +7.5% | +2.5% | +4.9% | +7.0% |
| 30D | +10.1% | -2.3% | +12.4% | +10.2% |
| 3M | -6.8% | +1.7% | -8.6% | -7.8% |
| 6M | +84.1% | +0.9% | +83.3% | +82.5% |
| YTD | +180.3% | -18.8% | +199.1% | +185.3% |
| 1Y | +411.1% | +14.8% | +396.3% | +385.0% |
| 3Y | +1,375.0% | -30.7% | +1,405.7% | +1,326.8% |
| All | +1,060.3% | -85.0% | +1,145.3% | +1,164.7% |
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