-84.1%
RIVN vs PFG
+103.0%
-187.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.9% |
| 7D | +1.8% | -0.4% | +2.3% | +2.1% |
| 30D | +0.6% | +2.9% | -2.3% | -1.9% |
| 3M | +3.2% | +6.7% | -3.6% | -2.5% |
| 6M | -3.7% | +33.8% | -37.5% | -24.2% |
| YTD | -18.7% | +35.0% | -53.6% | -37.0% |
| 1Y | +14.7% | +46.4% | -31.7% | -17.9% |
| 3Y | -31.5% | +71.7% | -103.2% | -59.5% |
| All | -84.1% | +103.0% | -187.1% | -92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 10y: compounded portfolio wealth divided by compounded PFG 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…
10y analysis · Full analysis span regression · 6 months rolling