+141.3%
PM vs RIVN
-85.3%
+226.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.9% |
| 7D | -4.9% | -2.1% | -2.8% | -4.9% |
| 30D | -3.4% | +1.2% | -4.5% | -3.4% |
| 3M | +5.2% | -13.1% | +18.3% | +5.2% |
| 6M | +3.7% | +5.5% | -1.8% | +3.5% |
| YTD | +15.8% | -20.1% | +35.9% | +15.9% |
| 1Y | +17.4% | +14.9% | +2.5% | +16.6% |
| 3Y | +116.9% | -32.5% | +149.4% | +115.0% |
| All | +141.3% | -85.3% | +226.6% | +140.9% |
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 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