+62.4%
MSFT vs RIVN
-90.7%
+153.1%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.8% | +5.0% | +0.7% |
| 7D | -1.3% | -10.5% | +9.2% | -0.1% |
| 30D | -1.8% | -5.9% | +4.1% | -1.3% |
| 3M | +5.6% | -23.0% | +28.6% | +8.5% |
| 6M | +29.8% | -14.6% | +44.5% | +30.7% |
| YTD | +9.0% | -38.2% | +47.2% | +13.0% |
| 1Y | +4.9% | -25.7% | +30.6% | +6.1% |
| 3Y | +46.2% | -24.8% | +71.0% | +39.5% |
| All | +62.4% | -90.7% | +153.1% | +88.1% |
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 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