+63.2%
DHI vs RPRX
+70.9%
-7.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.8% |
| 7D | -3.4% | -8.4% | +5.0% | -0.7% |
| 30D | -5.4% | -0.6% | -4.8% | -5.2% |
| 3M | -10.4% | +6.4% | -16.9% | -12.5% |
| 6M | -2.8% | +26.6% | -29.4% | -10.4% |
| YTD | -3.4% | +53.8% | -57.2% | -16.7% |
| 1Y | -22.9% | +62.8% | -85.7% | -34.9% |
| 3Y | +20.7% | +118.0% | -97.4% | -8.9% |
| All | +63.2% | +70.9% | -7.7% | +38.4% |
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