-61.5%
RIVN vs MSFU
+87.3%
-148.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.3% | -5.7% |
| 7D | -3.7% | -4.9% | +1.2% | -2.3% |
| 30D | -4.3% | -9.1% | +4.8% | -1.9% |
| 3M | -19.6% | +8.7% | -28.3% | -22.5% |
| 6M | -8.2% | +48.3% | -56.5% | -22.3% |
| YTD | -35.1% | -1.6% | -33.4% | -37.7% |
| 1Y | -26.9% | -13.6% | -13.4% | -26.5% |
| 3Y | -16.9% | +20.2% | -37.1% | -34.5% |
| All | -61.5% | +87.3% | -148.8% | -78.9% |
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