-87.3%
RIVN vs MOS
-34.0%
-53.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -4.6% | -0.9% | -3.8% |
| 7D | -3.7% | -2.6% | -1.1% | -2.8% |
| 30D | -4.3% | +13.5% | -17.7% | -8.8% |
| 3M | -19.6% | -2.9% | -16.7% | -19.4% |
| 6M | -8.2% | -1.0% | -7.2% | -8.7% |
| YTD | -35.1% | -7.2% | -27.9% | -35.3% |
| 1Y | -26.9% | -11.4% | -15.5% | -26.4% |
| 3Y | -16.9% | -29.0% | +12.1% | -12.3% |
| 5Y | -90.2% | -34.0% | -56.1% | -90.8% |
| All | -87.3% | -34.0% | -53.3% | -88.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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