-89.0%
RIVN vs THC
+267.4%
-356.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.1% | -1.4% |
| 7D | -3.7% | +0.2% | -3.9% | -3.7% |
| 30D | 0.0% | +9.0% | -9.0% | -2.5% |
| 3M | -17.2% | +12.9% | -30.2% | -20.3% |
| 6M | -3.8% | +52.8% | -56.7% | -16.4% |
| YTD | -31.3% | +47.4% | -78.7% | -40.4% |
| 1Y | -24.9% | +47.7% | -72.6% | -35.0% |
| 3Y | -12.1% | +444.7% | -456.7% | -58.1% |
| 5Y | -89.0% | +269.3% | -358.2% | -94.1% |
| All | -89.0% | +267.4% | -356.4% | -94.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling