+165.3%
PM vs RIVN
-88.6%
+253.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.8% | +6.0% | +1.2% |
| 7D | +0.5% | -10.5% | +11.1% | +0.6% |
| 30D | -3.2% | -5.9% | +2.7% | -3.2% |
| 3M | +6.2% | -23.0% | +29.2% | +6.4% |
| 6M | +7.7% | -14.6% | +22.3% | +7.6% |
| YTD | +27.3% | -38.2% | +65.5% | +27.7% |
| 1Y | +32.8% | -25.7% | +58.5% | +32.7% |
| 3Y | +150.0% | -24.8% | +174.8% | +146.9% |
| 5Y | +164.2% | -90.6% | +254.9% | +165.0% |
| All | +165.3% | -88.6% | +253.9% | +165.4% |
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