-16.5%
RIVN vs PRU
+22.1%
-38.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.6% |
| 7D | +3.1% | +3.8% | -0.7% | +1.7% |
| 30D | -1.9% | +9.0% | -10.9% | -4.9% |
| 3M | -16.4% | +2.1% | -18.6% | -17.3% |
| 6M | -3.7% | +25.4% | -29.1% | -11.9% |
| YTD | -30.5% | +13.5% | -44.0% | -35.8% |
| 1Y | -16.5% | +21.3% | -37.9% | -25.8% |
| All | -16.5% | +22.1% | -38.6% | -25.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling