-38.8%
DOCS vs RPRX
+85.3%
-124.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.7% |
| 7D | -0.6% | +4.6% | -5.1% | -2.1% |
| 30D | +6.3% | +22.0% | -15.7% | -1.1% |
| 3M | +26.5% | +20.3% | +6.2% | +18.2% |
| 6M | +24.8% | +37.9% | -13.1% | +9.7% |
| YTD | -26.8% | +82.2% | -109.0% | -43.2% |
| 1Y | -38.3% | +83.7% | -122.0% | -52.4% |
| 3Y | +36.0% | +175.4% | -139.4% | -15.5% |
| 5Y | -55.0% | +87.7% | -142.7% | -64.2% |
| All | -38.8% | +85.3% | -124.2% | -57.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling