+19.9%
MDT vs RIVN
+8.5%
+11.4%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.8% | +0.4% | +6.1% |
| 7D | +10.7% | +20.5% | -9.7% | +10.5% |
| 30D | +19.3% | -3.7% | +23.0% | +19.3% |
| 3M | +22.8% | -10.8% | +33.5% | +22.8% |
| 6M | +36.4% | -3.1% | +39.5% | +35.9% |
| YTD | +12.1% | -28.7% | +40.7% | +13.0% |
| 1Y | +19.9% | +12.5% | +7.4% | +19.3% |
| All | +19.9% | +8.5% | +11.4% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling