-8.6%
RIVN vs PRU
+55.2%
-63.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.4% | +0.6% | +1.8% |
| 7D | +6.2% | +3.2% | +3.0% | +4.7% |
| 30D | +0.4% | +7.9% | -7.6% | -3.3% |
| 3M | -12.4% | +1.8% | -14.2% | -13.3% |
| 6M | -1.5% | +24.1% | -25.6% | -11.8% |
| YTD | -28.9% | +12.4% | -41.3% | -33.5% |
| 1Y | -8.0% | +20.9% | -28.9% | -17.3% |
| 3Y | -8.6% | +55.5% | -64.1% | -30.6% |
| All | -8.6% | +55.2% | -63.8% | -30.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling