-84.1%
RIVN vs PFGC
+88.9%
-173.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +1.0% |
| 7D | +0.9% | -4.8% | +5.7% | +3.7% |
| 30D | -1.9% | -17.2% | +15.3% | +8.8% |
| 3M | +8.7% | -6.3% | +15.1% | +11.9% |
| 6M | -3.0% | +8.8% | -11.8% | -9.0% |
| YTD | -18.6% | +4.9% | -23.5% | -23.4% |
| 1Y | +15.4% | -9.5% | +24.9% | +18.2% |
| 3Y | -30.5% | +59.6% | -90.1% | -54.6% |
| All | -84.1% | +88.9% | -173.0% | -91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling