-84.1%
RIVN vs MTZ
+150.8%
-234.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.7% | -1.7% |
| 7D | +1.8% | +1.4% | +0.5% | +1.1% |
| 30D | +0.6% | -14.5% | +15.1% | +7.1% |
| 3M | +3.2% | -32.9% | +36.1% | +20.4% |
| 6M | -3.7% | -20.8% | +17.1% | +3.3% |
| YTD | -18.7% | +10.6% | -29.3% | -26.0% |
| 1Y | +14.7% | +27.1% | -12.3% | -3.4% |
| 3Y | -31.5% | +166.1% | -197.7% | -63.1% |
| All | -84.1% | +150.8% | -234.9% | -91.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling