-53.1%
DOCS vs RPRX
+84.9%
-138.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.5% |
| 7D | +0.1% | +2.1% | -2.0% | -0.8% |
| 30D | +8.7% | +21.9% | -13.2% | +0.1% |
| 3M | +32.9% | +16.9% | +15.9% | +24.4% |
| 6M | +25.5% | +34.5% | -9.0% | +9.4% |
| YTD | -25.0% | +80.9% | -106.0% | -43.9% |
| 1Y | -34.9% | +77.6% | -112.4% | -50.9% |
| 3Y | +39.3% | +173.5% | -134.2% | -20.9% |
| All | -53.1% | +84.9% | -138.0% | -59.7% |
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