+52.6%
DOCS vs RPRX
+159.9%
-107.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | -0.8% | +0.2% | -0.9% | -0.8% |
| 30D | +17.4% | +18.6% | -1.2% | +15.5% |
| 3M | +57.4% | +18.0% | +39.3% | +55.1% |
| 6M | +26.5% | +33.8% | -7.3% | +22.4% |
| YTD | -26.6% | +76.6% | -103.1% | -32.4% |
| 1Y | -48.1% | +68.2% | -116.3% | -51.7% |
| 3Y | +52.6% | +161.5% | -108.9% | +37.3% |
| All | +52.6% | +159.9% | -107.2% | +37.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling