+324.9%
HCA vs RPRX
+57.8%
+267.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +4.9% | -4.0% | +8.9% | +5.7% |
| 30D | +1.9% | +4.9% | -3.1% | +0.8% |
| 3M | +12.7% | +9.4% | +3.4% | +10.7% |
| 6M | -22.3% | +33.3% | -55.6% | -26.6% |
| YTD | -9.3% | +59.0% | -68.3% | -17.1% |
| 1Y | +2.7% | +69.2% | -66.5% | -7.3% |
| 3Y | +57.8% | +124.1% | -66.3% | +33.8% |
| 5Y | +70.3% | +77.9% | -7.5% | +52.9% |
| All | +324.9% | +57.8% | +267.0% | +278.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling