+56.1%
MSFT vs RIVN
-85.0%
+141.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.8% | +0.7% |
| 7D | -0.8% | +1.8% | -2.7% | -1.0% |
| 30D | +0.8% | +0.6% | +0.2% | +0.7% |
| 3M | +27.2% | +3.2% | +24.1% | +25.9% |
| 6M | +22.9% | -3.7% | +26.6% | +22.1% |
| YTD | +3.1% | -18.7% | +21.8% | +3.8% |
| 1Y | -0.3% | +14.7% | -15.0% | -4.3% |
| 3Y | +50.1% | -31.5% | +81.6% | +45.9% |
| All | +56.1% | -85.0% | +141.1% | +68.2% |
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