+124.8%
MS vs RIVN
-87.2%
+211.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.5% |
| 7D | +0.8% | +3.1% | -2.3% | +0.5% |
| 30D | -0.7% | -1.9% | +1.2% | -0.5% |
| 3M | -12.4% | -16.4% | +4.0% | -10.7% |
| 6M | -1.7% | -3.7% | +1.9% | -2.3% |
| YTD | +8.0% | -30.5% | +38.5% | +10.8% |
| 1Y | +16.2% | -16.5% | +32.7% | +16.1% |
| 3Y | +171.3% | -11.0% | +182.3% | +156.2% |
| 5Y | +124.8% | -86.4% | +211.2% | +137.6% |
| All | +124.8% | -87.2% | +211.9% | +137.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling