-87.3%
RIVN vs PRU
+41.8%
-129.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -5.1% |
| 7D | -3.7% | 0.0% | -3.6% | -3.7% |
| 30D | -4.3% | +7.9% | -12.2% | -9.5% |
| 3M | -19.6% | +0.9% | -20.5% | -20.4% |
| 6M | -8.2% | +22.4% | -30.6% | -21.5% |
| YTD | -35.1% | +12.7% | -47.8% | -41.4% |
| 1Y | -26.9% | +19.6% | -46.5% | -37.2% |
| 3Y | -16.9% | +54.0% | -70.9% | -46.7% |
| 5Y | -90.2% | +41.0% | -131.2% | -92.9% |
| All | -87.3% | +41.8% | -129.1% | -90.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PRU.
Daily Out/Under-Performance
Portfolio return minus PRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PRU 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 PRU 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