-31.5%
RIVN vs PFGC
+58.8%
-90.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +1.8% | -4.8% | +6.6% | +3.3% |
| 30D | +0.6% | -12.5% | +13.2% | +4.7% |
| 3M | +3.2% | -9.7% | +12.9% | +5.8% |
| 6M | -3.7% | +7.0% | -10.7% | -6.7% |
| YTD | -18.7% | +4.5% | -23.1% | -21.3% |
| 1Y | +14.7% | -11.6% | +26.3% | +18.7% |
| 3Y | -31.5% | +58.5% | -90.0% | -52.6% |
| All | -31.5% | +58.8% | -90.4% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 3y: compounded portfolio wealth divided by compounded PFGC 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…
3y analysis · Full analysis span regression · 6 months rolling