+13.9%
MS vs RIVN
-27.1%
+40.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.5% | +4.7% | 0.0% |
| 7D | +3.7% | -3.7% | +7.4% | +4.2% |
| 30D | +2.0% | -4.3% | +6.2% | +2.6% |
| 3M | -12.6% | -19.6% | +7.1% | -10.2% |
| 6M | -0.3% | -8.2% | +8.0% | -0.4% |
| YTD | +9.0% | -35.1% | +44.0% | +10.8% |
| 1Y | +13.9% | -26.9% | +40.8% | +15.8% |
| All | +13.9% | -27.1% | +40.9% | +15.8% |
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 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