+15.4%
RIVN vs MDB
+11.9%
+3.4%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.3% | -4.0% | -0.6% |
| 7D | +0.9% | -2.8% | +3.6% | +1.4% |
| 30D | -1.9% | -14.9% | +13.0% | +0.8% |
| 3M | +8.7% | +7.3% | +1.4% | +6.1% |
| 6M | -3.0% | +38.2% | -41.1% | -11.3% |
| YTD | -18.6% | -10.9% | -7.7% | -19.4% |
| 1Y | +15.4% | +11.6% | +3.7% | +13.3% |
| All | +15.4% | +11.9% | +3.4% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling