+14.9%
RIVN vs PHM
-6.9%
+21.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -2.1% | -3.2% | +1.1% | -0.8% |
| 30D | +1.2% | -6.4% | +7.6% | +3.7% |
| 3M | -13.1% | +5.5% | -18.6% | -15.7% |
| 6M | +5.5% | -5.4% | +10.9% | +5.4% |
| YTD | -20.1% | +6.6% | -26.7% | -20.1% |
| 1Y | +14.9% | -8.8% | +23.7% | +16.8% |
| All | +14.9% | -6.9% | +21.8% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling