-87.9%
RIVN vs MDB
-41.2%
-46.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.6% | -3.2% | -4.3% |
| 7D | -10.5% | +6.8% | -17.3% | -12.5% |
| 30D | -5.9% | -6.2% | +0.3% | -4.9% |
| 3M | -23.0% | -29.2% | +6.2% | -15.6% |
| 6M | -14.6% | +10.3% | -24.9% | -22.2% |
| YTD | -38.2% | -20.4% | -17.8% | -38.3% |
| 1Y | -25.7% | -4.8% | -20.9% | -31.4% |
| 3Y | -24.8% | -11.6% | -13.2% | -37.9% |
| 5Y | -90.6% | -41.0% | -49.6% | -92.2% |
| All | -87.9% | -41.2% | -46.7% | -90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 10y: compounded portfolio wealth divided by compounded MDB 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…
10y analysis · Full analysis span regression · 6 months rolling