+8.7%
CNH vs RPRX
+74.2%
-65.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -5.3% | -0.3% | -3.6% |
| 7D | +8.8% | -2.8% | +11.6% | +10.0% |
| 30D | +24.7% | +7.2% | +17.5% | +21.7% |
| 3M | +27.3% | +10.9% | +16.5% | +22.4% |
| 6M | +23.2% | +34.6% | -11.4% | +9.7% |
| YTD | +48.9% | +59.0% | -10.0% | +24.7% |
| 1Y | +19.4% | +72.5% | -53.1% | -3.1% |
| 3Y | +7.8% | +124.1% | -116.3% | -22.4% |
| 5Y | +8.7% | +75.9% | -67.2% | -11.9% |
| All | +8.7% | +74.2% | -65.5% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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