+2,683.6%
MUU vs RIVN
+54.5%
+2,629.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +6.0% |
| 7D | +15.0% | +2.5% | +12.5% | +13.5% |
| 30D | +36.8% | -2.3% | +39.2% | +37.4% |
| 3M | -8.5% | +1.7% | -10.3% | -10.2% |
| 6M | +320.7% | +0.9% | +319.9% | +323.6% |
| YTD | +599.7% | -18.8% | +618.5% | +657.0% |
| 1Y | +2,569.2% | +14.8% | +2,554.4% | +2,285.6% |
| All | +2,683.6% | +54.5% | +2,629.1% | +2,411.5% |
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