+1,333.7%
MU vs RIVN
-85.0%
+1,418.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.0% | +3.8% | +3.0% |
| 7D | +7.5% | +2.5% | +5.0% | +6.9% |
| 30D | +19.4% | -2.3% | +21.7% | +19.7% |
| 3M | +9.8% | +1.7% | +8.1% | +8.5% |
| 6M | +164.1% | +0.9% | +163.3% | +161.5% |
| YTD | +260.3% | -18.8% | +279.1% | +267.9% |
| 1Y | +661.2% | +14.8% | +646.4% | +616.6% |
| 3Y | +1,380.8% | -30.7% | +1,411.6% | +1,326.6% |
| All | +1,333.7% | -85.0% | +1,418.7% | +1,495.4% |
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