+150.9%
PM vs RIVN
-85.0%
+235.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.2% |
| 7D | +1.9% | +0.9% | +1.1% | +1.9% |
| 30D | +1.9% | -1.9% | +3.8% | +1.9% |
| 3M | +4.6% | +8.7% | -4.2% | +4.4% |
| 6M | +11.7% | -3.0% | +14.6% | +11.5% |
| YTD | +20.4% | -18.6% | +38.9% | +20.5% |
| 1Y | +19.0% | +15.4% | +3.6% | +18.2% |
| 3Y | +130.4% | -30.5% | +160.9% | +128.3% |
| All | +150.9% | -85.0% | +235.9% | +150.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling