+28.4%
MMM vs RIVN
-85.0%
+113.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.8% |
| 7D | -2.6% | +2.5% | -5.1% | -2.8% |
| 30D | -9.3% | -2.3% | -6.9% | -9.2% |
| 3M | +5.6% | +1.7% | +3.8% | +4.9% |
| 6M | +9.5% | +0.9% | +8.6% | +8.5% |
| YTD | +4.1% | -18.8% | +22.9% | +4.6% |
| 1Y | +9.4% | +14.8% | -5.4% | +6.3% |
| 3Y | +101.0% | -30.7% | +131.7% | +96.8% |
| All | +28.4% | -85.0% | +113.4% | +28.6% |
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