-87.9%
RIVN vs PTC
+61.3%
-149.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.1% | -4.7% | -4.8% |
| 7D | -10.5% | +0.5% | -11.0% | -10.7% |
| 30D | -5.9% | +1.2% | -7.2% | -6.6% |
| 3M | -23.0% | +27.4% | -50.4% | -35.9% |
| 6M | -14.6% | +39.2% | -53.8% | -35.5% |
| YTD | -38.2% | +12.5% | -50.7% | -44.7% |
| 1Y | -25.7% | +12.3% | -38.0% | -33.7% |
| 3Y | -24.8% | +28.8% | -53.6% | -47.8% |
| 5Y | -90.6% | +60.9% | -151.5% | -94.5% |
| All | -87.9% | +61.3% | -149.2% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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