-51.9%
RIVN vs MSFU
+70.7%
-122.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.7% |
| 7D | +2.5% | -2.3% | +4.9% | +3.2% |
| 30D | -2.3% | -6.3% | +3.9% | -0.5% |
| 3M | +1.7% | +40.0% | -38.2% | -11.2% |
| 6M | +0.9% | +30.1% | -29.2% | -11.0% |
| YTD | -18.8% | -10.3% | -8.5% | -19.2% |
| 1Y | +14.8% | -19.0% | +33.8% | +17.7% |
| 3Y | -30.7% | +25.8% | -56.5% | -48.2% |
| All | -51.9% | +70.7% | -122.6% | -72.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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