-52.7%
RIVN vs MSFU
+76.3%
-129.0%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.2% | +3.1% | +0.2% |
| 7D | -2.1% | -5.7% | +3.6% | -0.3% |
| 30D | +1.2% | +4.2% | -3.0% | -0.4% |
| 3M | -13.1% | +27.9% | -41.0% | -21.4% |
| 6M | +5.5% | +37.1% | -31.6% | -8.5% |
| YTD | -20.1% | -7.4% | -12.8% | -21.3% |
| 1Y | +14.9% | -19.6% | +34.5% | +18.4% |
| 3Y | -32.5% | +33.2% | -65.7% | -50.8% |
| All | -52.7% | +76.3% | -129.0% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling