+15.4%
RIVN vs THC
+33.0%
-17.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +0.3% |
| 7D | +0.9% | 0.0% | +0.9% | +0.9% |
| 30D | -1.9% | +1.5% | -3.4% | -1.9% |
| 3M | +8.7% | +59.9% | -51.2% | +7.6% |
| 6M | -3.0% | +11.0% | -13.9% | -1.4% |
| YTD | -18.6% | +32.6% | -51.1% | -18.3% |
| 1Y | +15.4% | +37.4% | -22.0% | +13.5% |
| All | +15.4% | +33.0% | -17.6% | +13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling