-84.1%
RIVN vs MRSH
+15.8%
-99.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +1.8% | -4.8% | +6.6% | +4.3% |
| 30D | +0.6% | -6.3% | +7.0% | +3.9% |
| 3M | +3.2% | +5.8% | -2.7% | -1.2% |
| 6M | -3.7% | +2.8% | -6.5% | -7.2% |
| YTD | -18.7% | -3.1% | -15.6% | -19.1% |
| 1Y | +14.7% | -11.3% | +26.0% | +21.2% |
| 3Y | -31.5% | -5.0% | -26.6% | -37.3% |
| All | -84.1% | +15.8% | -99.9% | -89.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 all: compounded portfolio wealth divided by compounded MRSH 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…
all analysis · Full analysis span regression · 6 months rolling