+2,981.5%
MUU vs RIVN
+9.6%
+2,971.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +12.1% |
| 7D | +17.4% | -2.1% | +19.4% | +18.5% |
| 30D | +24.0% | +1.2% | +22.8% | +22.3% |
| 3M | -23.9% | -13.1% | -10.8% | -18.6% |
| 6M | +284.4% | +5.5% | +278.9% | +287.4% |
| YTD | +583.7% | -20.1% | +603.9% | +657.1% |
| 1Y | +2,981.5% | +14.9% | +2,966.6% | +2,687.6% |
| All | +2,981.5% | +9.6% | +2,971.9% | +2,687.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling