+12.5%
RIVN vs DHI
+9.6%
+2.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +8.1% | -2.3% | +2.9% |
| 7D | +20.5% | +9.8% | +10.7% | +16.5% |
| 30D | -3.7% | +17.8% | -21.5% | -9.3% |
| 3M | -10.8% | +4.7% | -15.5% | -12.5% |
| 6M | -3.1% | +10.0% | -13.1% | -8.0% |
| YTD | -28.7% | +10.0% | -38.6% | -30.8% |
| 1Y | +12.5% | +9.1% | +3.4% | +8.7% |
| All | +12.5% | +9.6% | +2.9% | +8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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