-86.5%
RIVN vs MAS
+37.8%
-124.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.9% | +4.3% | +3.8% |
| 7D | +11.9% | +2.0% | +10.0% | +10.6% |
| 30D | -5.1% | +19.4% | -24.5% | -16.8% |
| 3M | -11.5% | +9.4% | -20.9% | -17.8% |
| 6M | -6.0% | +15.3% | -21.3% | -17.7% |
| YTD | -30.9% | +31.3% | -62.3% | -47.4% |
| 1Y | -10.6% | +34.9% | -45.4% | -33.8% |
| 3Y | -20.8% | +58.6% | -79.4% | -53.3% |
| All | -86.5% | +37.8% | -124.3% | -89.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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