-76.5%
DOCU vs RPRX
+83.4%
-160.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.1% | +3.6% | +3.6% |
| 7D | +6.9% | +5.1% | +1.8% | +4.6% |
| 30D | +19.0% | +11.2% | +7.8% | +13.4% |
| 3M | +34.3% | +16.7% | +17.6% | +24.8% |
| 6M | +48.0% | +36.0% | +12.0% | +27.4% |
| YTD | 0.0% | +67.8% | -67.8% | -22.7% |
| 1Y | -10.3% | +76.7% | -87.0% | -33.2% |
| 3Y | +32.4% | +128.1% | -95.7% | -16.7% |
| All | -76.5% | +83.4% | -160.0% | -81.1% |
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