-87.9%
RIVN vs THC
+261.5%
-349.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.6% | -4.8% |
| 7D | -10.5% | +1.0% | -11.5% | -10.7% |
| 30D | -5.9% | +5.3% | -11.3% | -7.3% |
| 3M | -23.0% | +7.1% | -30.1% | -24.7% |
| 6M | -14.6% | +46.0% | -60.7% | -24.7% |
| YTD | -38.2% | +43.9% | -82.1% | -45.9% |
| 1Y | -25.7% | +45.4% | -71.1% | -35.4% |
| 3Y | -24.8% | +421.3% | -446.1% | -63.3% |
| 5Y | -90.6% | +261.5% | -352.1% | -94.9% |
| All | -87.9% | +261.5% | -349.4% | -93.4% |
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