-84.1%
RIVN vs HUM
-4.6%
-79.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.3% | -2.4% | -0.5% |
| 7D | +1.8% | +2.1% | -0.2% | +1.5% |
| 30D | +0.6% | +5.4% | -4.8% | -0.2% |
| 3M | +3.2% | +11.4% | -8.3% | +1.3% |
| 6M | -3.7% | +141.5% | -145.2% | -17.0% |
| YTD | -18.7% | +61.2% | -79.9% | -25.6% |
| 1Y | +14.7% | +49.2% | -34.4% | +5.5% |
| 3Y | -31.5% | -9.0% | -22.5% | -31.8% |
| All | -84.1% | -4.6% | -79.4% | -84.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling