+57.4%
MSFT vs RIVN
-85.3%
+142.7%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -1.0% | -1.9% |
| 7D | -2.7% | -2.1% | -0.6% | -2.5% |
| 30D | +2.7% | +1.2% | +1.5% | +2.5% |
| 3M | +17.0% | -13.1% | +30.1% | +17.8% |
| 6M | +23.8% | +5.5% | +18.3% | +21.8% |
| YTD | +4.0% | -20.1% | +24.1% | +4.9% |
| 1Y | -0.8% | +14.9% | -15.7% | -4.9% |
| 3Y | +55.6% | -32.5% | +88.1% | +51.4% |
| All | +57.4% | -85.3% | +142.7% | +69.9% |
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