-51.1%
DOCS vs RPRX
+93.1%
-144.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +11.5% |
| 3M | +53.4% | +17.5% | +35.9% | +43.9% |
| 6M | +28.8% | +35.1% | -6.3% | +13.2% |
| YTD | -25.1% | +77.3% | -102.3% | -42.2% |
| 1Y | -48.1% | +70.4% | -118.6% | -59.2% |
| 3Y | +51.4% | +161.0% | -109.6% | -6.8% |
| 5Y | -51.1% | +92.2% | -143.3% | -60.5% |
| All | -51.1% | +93.1% | -144.2% | -60.5% |
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