-30.0%
RIVN vs THC
+253.4%
-283.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.3% | +5.0% | +3.0% |
| 7D | +4.1% | -2.6% | +6.6% | +4.4% |
| 30D | +1.1% | -1.2% | +2.2% | +1.2% |
| 3M | -4.0% | +58.9% | -62.9% | -11.1% |
| 6M | +5.2% | +9.3% | -4.1% | +3.9% |
| YTD | -18.0% | +30.4% | -48.3% | -22.0% |
| 1Y | +15.6% | +34.6% | -19.0% | +8.7% |
| 3Y | -30.0% | +246.7% | -276.7% | -58.6% |
| All | -30.0% | +253.4% | -283.4% | -58.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling