-84.1%
RIVN vs MTZ
+151.0%
-235.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | 0.0% |
| 7D | +2.5% | +2.3% | +0.3% | +1.5% |
| 30D | -2.3% | -10.3% | +7.9% | +1.8% |
| 3M | +1.7% | -31.8% | +33.6% | +18.0% |
| 6M | +0.9% | -19.2% | +20.0% | +7.3% |
| YTD | -18.8% | +10.7% | -29.5% | -26.1% |
| 1Y | +14.8% | +37.5% | -22.7% | -7.1% |
| 3Y | -30.7% | +162.4% | -193.1% | -62.3% |
| All | -84.1% | +151.0% | -235.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling