-37.4%
DOCS vs RPRX
+80.3%
-117.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | -1.3% | +2.5% | -3.8% | -2.2% |
| 30D | +19.4% | +19.7% | -0.3% | +11.8% |
| 3M | +53.4% | +17.5% | +35.9% | +44.4% |
| 6M | +28.8% | +35.1% | -6.3% | +13.9% |
| YTD | -25.1% | +77.3% | -102.3% | -41.3% |
| 1Y | -48.1% | +70.4% | -118.6% | -58.6% |
| 3Y | +51.4% | +161.0% | -109.6% | -3.4% |
| 5Y | -51.1% | +92.2% | -143.3% | -61.0% |
| All | -37.4% | +80.3% | -117.7% | -56.0% |
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