-27.1%
PFE vs RIVN
-85.0%
+57.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.7% | -0.5% |
| 7D | -4.0% | +0.9% | -4.9% | -4.1% |
| 30D | +3.9% | -1.9% | +5.8% | +3.9% |
| 3M | +9.9% | +8.7% | +1.2% | +9.3% |
| 6M | +5.3% | -3.0% | +8.3% | +5.0% |
| YTD | +16.8% | -18.6% | +35.3% | +16.9% |
| 1Y | +20.4% | +15.4% | +5.0% | +19.0% |
| 3Y | -2.1% | -30.5% | +28.4% | -3.8% |
| All | -27.1% | -85.0% | +57.8% | -32.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RIVN.
Daily Out/Under-Performance
Portfolio return minus RIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIVN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RIVN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling