+99.9%
WFC vs RIVN
-85.0%
+184.8%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.3% |
| 7D | +0.3% | +0.9% | -0.6% | +0.2% |
| 30D | +2.3% | -1.9% | +4.2% | +2.3% |
| 3M | +9.8% | +8.7% | +1.0% | +8.3% |
| 6M | +15.6% | -3.0% | +18.5% | +14.7% |
| YTD | -2.4% | -18.6% | +16.1% | -2.0% |
| 1Y | +13.8% | +15.4% | -1.6% | +10.0% |
| 3Y | +134.6% | -30.5% | +165.2% | +129.3% |
| All | +99.9% | -85.0% | +184.8% | +103.7% |
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 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