+504.3%
MUU vs RIVN
+8.5%
+495.8%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +5.8% | -19.8% | -16.5% |
| 7D | -35.9% | +20.5% | -56.3% | -42.1% |
| 30D | -47.1% | -3.7% | -43.4% | -46.5% |
| 3M | -29.8% | -10.8% | -19.1% | -27.0% |
| 6M | +16.0% | -3.1% | +19.1% | +21.3% |
| YTD | +286.1% | -28.7% | +314.7% | +349.8% |
| 1Y | +504.3% | +12.5% | +491.8% | +449.9% |
| All | +504.3% | +8.5% | +495.8% | +449.9% |
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 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