+48.6%
MS vs RIVN
+13.6%
+35.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.0% |
| 7D | +2.5% | +4.1% | -1.6% | +2.0% |
| 30D | 0.0% | +1.1% | -1.1% | -0.2% |
| 3M | +2.4% | -4.0% | +6.4% | +2.2% |
| 6M | +36.4% | +5.2% | +31.2% | +34.1% |
| YTD | +23.8% | -18.0% | +41.8% | +23.1% |
| 1Y | +48.6% | +15.6% | +33.0% | +44.1% |
| All | +48.6% | +13.6% | +35.0% | +44.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling