-83.9%
RIVN vs MUB
+2.1%
-86.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.8% |
| 7D | +4.1% | -0.3% | +4.4% | +5.0% |
| 30D | +1.1% | -1.5% | +2.6% | +5.9% |
| 3M | -4.0% | -1.9% | -2.0% | +2.3% |
| 6M | +5.2% | -1.7% | +6.9% | +11.8% |
| YTD | -18.0% | -0.8% | -17.2% | -15.0% |
| 1Y | +15.6% | +1.5% | +14.1% | +12.4% |
| 3Y | -30.0% | +8.8% | -38.8% | -42.5% |
| All | -83.9% | +2.1% | -86.1% | -88.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling