+160.9%
MMM vs RIVN
-16.6%
+177.6%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.5% | +4.1% | -1.1% |
| 7D | -0.8% | -3.7% | +2.9% | -0.6% |
| 30D | +14.4% | -4.3% | +18.7% | +14.7% |
| 3M | +1.8% | -19.6% | +21.4% | +3.0% |
| 6M | +31.3% | -8.2% | +39.5% | +31.0% |
| YTD | +18.0% | -35.1% | +53.0% | +20.0% |
| 1Y | +10.9% | -26.9% | +37.8% | +11.6% |
| All | +160.9% | -16.6% | +177.6% | +158.5% |
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