-13.5%
MDT vs RIVN
-85.0%
+71.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -3.4% | +1.8% | -5.3% | -3.5% |
| 30D | +0.2% | +0.6% | -0.4% | +0.1% |
| 3M | +14.3% | +3.2% | +11.1% | +13.7% |
| 6M | +4.0% | -3.7% | +7.7% | +3.6% |
| YTD | -3.7% | -18.7% | +15.0% | -3.4% |
| 1Y | -0.4% | +14.7% | -15.1% | -2.3% |
| 3Y | +23.3% | -31.5% | +54.8% | +21.5% |
| All | -13.5% | -85.0% | +71.5% | -12.2% |
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