-83.9%
RIVN vs PFG
+101.0%
-185.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.4% | +4.1% | +3.8% |
| 7D | +4.1% | +6.0% | -1.9% | -0.7% |
| 30D | +1.1% | +2.2% | -1.2% | -1.0% |
| 3M | -4.0% | +10.4% | -14.3% | -11.8% |
| 6M | +5.2% | +27.8% | -22.6% | -14.2% |
| YTD | -18.0% | +33.6% | -51.6% | -36.0% |
| 1Y | +15.6% | +49.3% | -33.7% | -18.8% |
| 3Y | -30.0% | +69.7% | -99.7% | -58.3% |
| All | -83.9% | +101.0% | -185.0% | -92.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling