+24.3%
RIVN vs MSTU
-87.7%
+111.9%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.7% | -0.5% |
| 7D | +1.8% | -16.6% | +18.4% | +3.9% |
| 30D | +0.6% | +69.7% | -69.1% | -6.9% |
| 3M | +3.2% | -7.5% | +10.6% | +0.5% |
| 6M | -3.7% | -43.1% | +39.4% | -3.5% |
| YTD | -18.7% | -63.0% | +44.4% | -17.9% |
| 1Y | +14.7% | -93.8% | +108.5% | +34.4% |
| All | +24.3% | -87.7% | +111.9% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded MSTU 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling