+12.5%
RIVN vs MTZ
-14.7%
+27.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -15.4% | +21.2% | +10.1% |
| 7D | +20.5% | -7.4% | +27.9% | +21.8% |
| 30D | -3.7% | -23.6% | +19.9% | +3.4% |
| 3M | -10.8% | -38.3% | +27.5% | +1.7% |
| 6M | -3.1% | -60.6% | +57.5% | +27.4% |
| YTD | -28.7% | -22.9% | -5.8% | -21.4% |
| 1Y | +12.5% | -14.3% | +26.8% | +9.8% |
| All | +12.5% | -14.7% | +27.2% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1y: compounded portfolio wealth divided by compounded MTZ 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…
1y analysis · Full analysis span regression · 6 months rolling