-84.1%
RIVN vs MUB
+0.8%
-84.9%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +2.4% |
| 7D | +0.9% | -1.2% | +2.1% | +4.6% |
| 30D | -1.9% | -2.8% | +0.9% | +6.6% |
| 3M | +8.7% | -3.1% | +11.8% | +19.8% |
| 6M | -3.0% | -2.9% | -0.1% | +6.7% |
| YTD | -18.6% | -2.0% | -16.5% | -12.5% |
| 1Y | +15.4% | 0.0% | +15.4% | +17.2% |
| 3Y | -30.5% | +7.4% | -37.9% | -40.8% |
| All | -84.1% | +0.8% | -84.9% | -88.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling