-89.6%
RIVN vs PTC
+62.4%
-152.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.0% |
| 7D | -3.7% | +0.5% | -4.2% | -4.0% |
| 30D | 0.0% | +0.9% | -0.9% | -0.5% |
| 3M | -17.2% | +30.4% | -47.6% | -32.3% |
| 6M | -3.8% | +34.4% | -38.3% | -25.2% |
| YTD | -31.3% | +12.6% | -43.9% | -38.5% |
| 1Y | -24.9% | +10.2% | -35.1% | -31.7% |
| 3Y | -12.1% | +29.4% | -41.4% | -39.2% |
| All | -89.6% | +62.4% | -152.0% | -93.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling