-91.8%
RIVN vs FHN
+61.2%
-153.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +0.5% | -5.4% | -5.0% |
| 7D | -10.5% | +2.1% | -12.6% | -11.2% |
| 30D | -5.9% | +3.8% | -9.7% | -7.3% |
| 3M | -23.0% | -8.9% | -14.1% | -20.2% |
| 6M | -14.6% | +1.8% | -16.5% | -15.7% |
| YTD | -38.2% | +0.6% | -38.8% | -38.8% |
| 1Y | -25.7% | +12.9% | -38.6% | -29.8% |
| 3Y | -24.8% | +126.4% | -151.1% | -47.4% |
| All | -91.8% | +61.2% | -153.0% | -93.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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