-84.1%
RIVN vs PHM
+140.4%
-224.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -1.2% |
| 7D | +1.8% | -5.0% | +6.8% | +5.2% |
| 30D | +0.6% | -8.4% | +9.1% | +6.4% |
| 3M | +3.2% | -4.4% | +7.6% | +4.8% |
| 6M | -3.7% | -3.7% | 0.0% | -2.8% |
| YTD | -18.7% | +1.3% | -20.0% | -21.4% |
| 1Y | +14.7% | -14.0% | +28.8% | +23.4% |
| 3Y | -31.5% | +48.1% | -79.6% | -55.7% |
| All | -84.1% | +140.4% | -224.5% | -94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling