+123.4%
PM vs RIVN
-31.9%
+155.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.6% | +0.5% |
| 7D | -1.2% | +2.5% | -3.7% | -1.2% |
| 30D | -0.2% | -2.3% | +2.2% | -0.2% |
| 3M | +4.9% | +1.7% | +3.2% | +4.8% |
| 6M | +9.0% | +0.9% | +8.2% | +9.0% |
| YTD | +17.8% | -18.8% | +36.6% | +18.0% |
| 1Y | +16.8% | +14.8% | +2.0% | +16.3% |
| All | +123.4% | -31.9% | +155.3% | +119.7% |
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