+98.5%
MRK vs RIVN
-85.0%
+183.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -4.3% | +1.8% | -6.1% | -4.3% |
| 30D | +8.3% | +0.6% | +7.7% | +8.3% |
| 3M | +20.0% | +3.2% | +16.9% | +20.0% |
| 6M | +25.7% | -3.7% | +29.4% | +25.6% |
| YTD | +38.7% | -18.7% | +57.4% | +38.6% |
| 1Y | +74.7% | +14.7% | +59.9% | +74.5% |
| 3Y | +45.4% | -31.5% | +76.9% | +44.8% |
| All | +98.5% | -85.0% | +183.4% | +93.8% |
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