-84.1%
RIVN vs THC
+240.0%
-324.2%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.9% | -4.9% | -2.1% |
| 7D | +2.5% | +4.1% | -1.6% | +1.3% |
| 30D | -2.3% | +3.5% | -5.9% | -3.4% |
| 3M | +1.7% | +61.7% | -60.0% | -12.7% |
| 6M | +0.9% | +11.8% | -11.0% | -3.6% |
| YTD | -18.8% | +35.4% | -54.2% | -27.6% |
| 1Y | +14.8% | +37.0% | -22.2% | +1.2% |
| 3Y | -30.7% | +260.1% | -290.8% | -60.9% |
| All | -84.1% | +240.0% | -324.2% | -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 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