-84.1%
RIVN vs PH
+206.9%
-291.0%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.5% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -2.3% | -10.3% | +7.9% | +6.2% |
| 3M | +1.7% | +5.1% | -3.3% | -3.8% |
| 6M | +0.9% | +2.3% | -1.4% | -3.5% |
| YTD | -18.8% | +8.7% | -27.5% | -26.6% |
| 1Y | +14.8% | +26.8% | -12.0% | -10.1% |
| 3Y | -30.7% | +139.2% | -169.9% | -73.1% |
| All | -84.1% | +206.9% | -291.0% | -95.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling