-12.6%
MDT vs RIVN
-85.0%
+72.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.5% |
| 7D | -0.3% | +2.5% | -2.8% | -0.4% |
| 30D | +2.8% | -2.3% | +5.1% | +2.8% |
| 3M | +13.1% | +1.7% | +11.4% | +12.6% |
| 6M | +2.3% | +0.9% | +1.5% | +1.7% |
| YTD | -2.7% | -18.8% | +16.1% | -2.4% |
| 1Y | +0.9% | +14.8% | -14.0% | -1.1% |
| 3Y | +26.8% | -30.7% | +57.5% | +24.8% |
| All | -12.6% | -85.0% | +72.4% | -11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling