-1.6%
PFE vs RIVN
-30.9%
+29.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.7% | -5.1% | -2.4% |
| 7D | -2.7% | +4.1% | -6.7% | -2.8% |
| 30D | +3.8% | +1.1% | +2.8% | +3.8% |
| 3M | +10.4% | -4.0% | +14.3% | +10.1% |
| 6M | +6.3% | +5.2% | +1.1% | +5.3% |
| YTD | +17.4% | -18.0% | +35.3% | +17.4% |
| 1Y | +21.1% | +15.6% | +5.6% | +18.9% |
| 3Y | -1.6% | -30.0% | +28.4% | -5.9% |
| All | -1.6% | -30.9% | +29.3% | -5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling