-90.2%
RIVN vs MDB
-38.6%
-51.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -6.0% | -5.6% |
| 7D | -3.7% | +11.6% | -15.2% | -7.2% |
| 30D | -4.3% | -8.9% | +4.7% | -2.2% |
| 3M | -19.6% | -22.4% | +2.7% | -14.9% |
| 6M | -8.2% | +10.1% | -18.3% | -16.3% |
| YTD | -35.1% | -19.0% | -16.0% | -35.5% |
| 1Y | -26.9% | -7.0% | -19.9% | -31.9% |
| 3Y | -16.9% | -9.8% | -7.0% | -31.9% |
| 5Y | -90.2% | -40.1% | -50.1% | -91.9% |
| All | -90.2% | -38.6% | -51.6% | -91.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling