+44.9%
HD vs RPRX
+57.8%
-13.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -1.8% | -4.0% | +2.2% | -1.0% |
| 30D | -10.8% | +4.9% | -15.8% | -11.7% |
| 3M | -2.7% | +9.4% | -12.0% | -4.5% |
| 6M | -10.3% | +33.3% | -43.6% | -15.3% |
| YTD | -7.8% | +59.0% | -66.8% | -16.0% |
| 1Y | -23.1% | +69.2% | -92.4% | -31.0% |
| 3Y | +2.0% | +124.1% | -122.1% | -14.2% |
| 5Y | +6.2% | +77.9% | -71.6% | -5.6% |
| All | +44.9% | +57.8% | -13.0% | +28.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling