-84.1%
RIVN vs THC
+233.2%
-317.3%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +1.8% | -0.5% | +2.4% | +1.9% |
| 30D | +0.6% | -1.2% | +1.8% | +0.8% |
| 3M | +3.2% | +52.3% | -49.1% | -10.0% |
| 6M | -3.7% | +12.4% | -16.1% | -8.1% |
| YTD | -18.7% | +32.7% | -51.4% | -27.1% |
| 1Y | +14.7% | +36.4% | -21.6% | +1.2% |
| 3Y | -31.5% | +259.3% | -290.8% | -61.4% |
| All | -84.1% | +233.2% | -317.3% | -91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling