-31.4%
RIVN vs MSI
+69.5%
-100.9%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.2% |
| 7D | +0.9% | -1.8% | +2.6% | +1.0% |
| 30D | -1.9% | -0.6% | -1.3% | -1.9% |
| 3M | +8.7% | +13.0% | -4.3% | +7.9% |
| 6M | -3.0% | +0.5% | -3.5% | -3.0% |
| YTD | -18.6% | +21.7% | -40.3% | -19.3% |
| 1Y | +15.4% | -2.6% | +18.0% | +16.8% |
| All | -31.4% | +69.5% | -100.9% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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