+36.3%
HBAN vs RPRX
+70.9%
-34.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -1.0% | -8.4% | +7.4% | +1.5% |
| 30D | -5.6% | -0.6% | -5.0% | -5.6% |
| 3M | -1.1% | +6.4% | -7.6% | -3.3% |
| 6M | +9.9% | +26.6% | -16.7% | +1.7% |
| YTD | -0.9% | +53.8% | -54.7% | -13.8% |
| 1Y | -1.4% | +62.8% | -64.2% | -16.1% |
| 3Y | +78.2% | +118.0% | -39.8% | +35.2% |
| All | +36.3% | +70.9% | -34.6% | +15.1% |
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