+1,843.7%
MUU vs RIVN
+14.7%
+1,828.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -8.2% | +1.8% | -10.1% | -9.1% |
| 30D | +10.2% | +0.6% | +9.5% | +9.3% |
| 3M | -26.5% | +3.2% | -29.7% | -28.3% |
| 6M | +227.2% | -3.7% | +230.9% | +234.8% |
| YTD | +527.4% | -18.7% | +546.1% | +586.0% |
| 1Y | +1,843.7% | +14.7% | +1,828.9% | +1,626.7% |
| All | +1,843.7% | +14.7% | +1,828.9% | +1,626.7% |
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