+24.4%
RIVN vs MSTZ
-99.1%
+123.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.6% | -6.3% | +1.0% |
| 7D | +0.9% | +24.8% | -23.9% | +3.5% |
| 30D | -1.9% | -59.2% | +57.3% | -9.0% |
| 3M | +8.7% | -56.9% | +65.6% | +4.5% |
| 6M | -3.0% | -57.6% | +54.6% | -4.3% |
| YTD | -18.6% | -73.6% | +55.0% | -19.7% |
| 1Y | +15.4% | -15.6% | +30.9% | +30.3% |
| All | +24.4% | -99.1% | +123.5% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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