+40.1%
MA vs RIVN
-30.9%
+71.0%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.7% | -4.2% | -1.5% |
| 7D | -1.8% | +4.1% | -5.8% | -1.9% |
| 30D | +1.4% | +1.1% | +0.3% | +1.4% |
| 3M | +17.7% | -4.0% | +21.7% | +17.6% |
| 6M | +9.7% | +5.2% | +4.5% | +9.2% |
| YTD | +0.5% | -18.0% | +18.5% | +0.7% |
| 1Y | -2.1% | +15.6% | -17.7% | -3.1% |
| 3Y | +40.1% | -30.0% | +70.1% | +39.0% |
| All | +40.1% | -30.9% | +71.0% | +39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling