-24.8%
RIVN vs MUB
+9.9%
-34.7%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.4% | -4.5% | -3.7% |
| 7D | -10.5% | -1.3% | -9.2% | -6.6% |
| 30D | -5.9% | +2.2% | -8.1% | -12.2% |
| 3M | -23.0% | -1.6% | -21.4% | -17.8% |
| 6M | -14.6% | -1.3% | -13.4% | -9.1% |
| YTD | -38.2% | -0.7% | -37.5% | -35.3% |
| 1Y | -25.7% | -0.2% | -25.5% | -23.3% |
| 3Y | -24.8% | +9.6% | -34.4% | -43.4% |
| All | -24.8% | +9.9% | -34.7% | -43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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