-31.5%
RIVN vs DHI
+21.1%
-52.6%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.8% |
| 7D | +1.8% | -3.4% | +5.2% | +3.2% |
| 30D | +0.6% | -5.4% | +6.1% | +2.9% |
| 3M | +3.2% | -10.4% | +13.6% | +7.2% |
| 6M | -3.7% | -2.8% | -1.0% | -3.6% |
| YTD | -18.7% | -3.4% | -15.3% | -18.7% |
| 1Y | +14.7% | -22.9% | +37.7% | +26.1% |
| 3Y | -31.5% | +20.7% | -52.2% | -47.3% |
| All | -31.5% | +21.1% | -52.6% | -47.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling