-20.8%
RIVN vs MOS
-26.6%
+5.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | +11.9% | +21.6% | -9.7% | +4.4% |
| 30D | -5.1% | +12.0% | -17.1% | -9.1% |
| 3M | -11.5% | -3.9% | -7.6% | -11.1% |
| 6M | -6.0% | -3.3% | -2.7% | -6.1% |
| YTD | -30.9% | -4.6% | -26.3% | -32.3% |
| 1Y | -10.6% | -7.0% | -3.6% | -11.9% |
| 3Y | -20.8% | -24.4% | +3.6% | -15.3% |
| All | -20.8% | -26.6% | +5.8% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling