-31.5%
RIVN vs HUM
-9.4%
-22.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.4% |
| 7D | +1.8% | +2.1% | -0.2% | +1.6% |
| 30D | +0.6% | +5.4% | -4.8% | 0.0% |
| 3M | +3.2% | +11.4% | -8.3% | +1.8% |
| 6M | -3.7% | +141.5% | -145.2% | -12.9% |
| YTD | -18.7% | +61.2% | -79.9% | -23.6% |
| 1Y | +14.7% | +49.2% | -34.4% | +8.1% |
| 3Y | -31.5% | -9.0% | -22.5% | -30.6% |
| All | -31.5% | -9.4% | -22.2% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM 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 HUM 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