-21.3%
PFE vs RIVN
-87.3%
+66.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.3% |
| 7D | -3.0% | -3.7% | +0.7% | -2.8% |
| 30D | +5.2% | 0.0% | +5.2% | +5.2% |
| 3M | +12.2% | -17.2% | +29.5% | +12.8% |
| 6M | +17.8% | -3.8% | +21.6% | +17.4% |
| YTD | +26.2% | -31.3% | +57.5% | +26.9% |
| 1Y | +23.2% | -24.9% | +48.0% | +23.4% |
| 3Y | +21.3% | -12.1% | +33.4% | +19.1% |
| 5Y | -23.1% | -89.0% | +65.9% | -29.1% |
| All | -21.3% | -87.3% | +66.0% | -26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling