+32.8%
PM vs RIVN
-29.4%
+62.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.8% | +6.0% | +0.9% |
| 7D | +0.5% | -10.5% | +11.1% | 0.0% |
| 30D | -3.2% | -5.9% | +2.7% | -3.4% |
| 3M | +6.2% | -23.0% | +29.2% | +5.0% |
| 6M | +7.7% | -14.6% | +22.3% | +7.3% |
| YTD | +27.3% | -38.2% | +65.5% | +25.6% |
| 1Y | +32.8% | -25.7% | +58.5% | +30.0% |
| All | +32.8% | -29.4% | +62.1% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling