-84.1%
RIVN vs MDY
+36.4%
-120.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -1.5% |
| 7D | +1.8% | -1.9% | +3.7% | +5.1% |
| 30D | +0.6% | -4.6% | +5.3% | +9.2% |
| 3M | +3.2% | -1.2% | +4.4% | +5.8% |
| 6M | -3.7% | +9.2% | -12.9% | -16.3% |
| YTD | -18.7% | +13.1% | -31.7% | -33.5% |
| 1Y | +14.7% | +13.0% | +1.7% | -6.2% |
| 3Y | -31.5% | +49.2% | -80.7% | -67.4% |
| All | -84.1% | +36.4% | -120.4% | -89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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