-22.9%
PFE vs RIVN
-88.0%
+65.1%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.5% | +3.4% | -1.9% |
| 7D | -2.1% | -3.7% | +1.6% | -2.0% |
| 30D | +3.1% | -4.3% | +7.4% | +3.2% |
| 3M | +11.2% | -19.6% | +30.8% | +11.9% |
| 6M | +15.0% | -8.2% | +23.3% | +14.9% |
| YTD | +23.5% | -35.1% | +58.6% | +24.5% |
| 1Y | +18.9% | -26.9% | +45.8% | +19.2% |
| 3Y | +18.7% | -16.9% | +35.6% | +16.8% |
| 5Y | -24.0% | -90.2% | +66.1% | -30.1% |
| All | -22.9% | -88.0% | +65.1% | -27.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling