-84.1%
RIVN vs PHM
+136.6%
-220.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.7% |
| 7D | +0.9% | -6.4% | +7.2% | +5.2% |
| 30D | -1.9% | -12.1% | +10.2% | +6.6% |
| 3M | +8.7% | -1.5% | +10.3% | +8.3% |
| 6M | -3.0% | -6.0% | +3.1% | -0.5% |
| YTD | -18.6% | -0.3% | -18.3% | -20.4% |
| 1Y | +15.4% | -13.3% | +28.7% | +23.2% |
| 3Y | -30.5% | +47.6% | -78.1% | -55.0% |
| All | -84.1% | +136.6% | -220.7% | -94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling