-91.8%
RIVN vs PH
+203.8%
-295.6%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | 0.0% | -4.8% | -4.8% |
| 7D | -10.5% | +4.3% | -14.9% | -13.5% |
| 30D | -5.9% | +0.1% | -6.1% | -6.7% |
| 3M | -23.0% | -9.4% | -13.6% | -17.7% |
| 6M | -14.6% | +8.8% | -23.4% | -22.7% |
| YTD | -38.2% | +9.6% | -47.8% | -45.1% |
| 1Y | -25.7% | +14.4% | -40.1% | -36.7% |
| 3Y | -24.8% | +134.5% | -159.3% | -70.6% |
| All | -91.8% | +203.8% | -295.6% | -97.7% |
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