-31.5%
RIVN vs MTZ
+160.5%
-192.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.7% | -1.4% |
| 7D | +1.8% | +1.4% | +0.5% | +1.3% |
| 30D | +0.6% | -14.5% | +15.1% | +6.1% |
| 3M | +3.2% | -32.9% | +36.1% | +17.8% |
| 6M | -3.7% | -20.8% | +17.1% | +2.5% |
| YTD | -18.7% | +10.6% | -29.3% | -24.4% |
| 1Y | +14.7% | +27.1% | -12.3% | +0.1% |
| 3Y | -31.5% | +166.1% | -197.7% | -53.4% |
| All | -31.5% | +160.5% | -192.0% | -53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling