+63.1%
MA vs RIVN
-85.0%
+148.1%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -3.5% | +2.5% | -6.0% | -3.7% |
| 30D | +0.8% | -2.3% | +3.1% | +0.9% |
| 3M | +14.8% | +1.7% | +13.0% | +13.9% |
| 6M | +10.0% | +0.9% | +9.1% | +8.8% |
| YTD | -0.1% | -18.8% | +18.7% | +0.4% |
| 1Y | -2.2% | +14.8% | -17.0% | -5.7% |
| 3Y | +39.3% | -30.7% | +70.0% | +35.9% |
| All | +63.1% | -85.0% | +148.1% | +77.3% |
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