-31.6%
RIVN vs PH
+137.6%
-169.2%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.6% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -2.3% | -10.3% | +7.9% | +3.9% |
| 3M | +1.7% | +5.1% | -3.3% | -2.5% |
| 6M | +0.9% | +2.3% | -1.4% | -2.3% |
| YTD | -18.8% | +8.7% | -27.5% | -24.6% |
| 1Y | +14.8% | +26.8% | -12.0% | -4.3% |
| All | -31.6% | +137.6% | -169.2% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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