-2.6%
HD vs RPRX
+82.8%
-85.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | +5.2% | +4.6% | +0.6% | +4.0% |
| 30D | +20.7% | +22.0% | -1.3% | +15.6% |
| 3M | +0.8% | +20.3% | -19.5% | -3.0% |
| 6M | +12.2% | +37.9% | -25.7% | +4.1% |
| YTD | +4.2% | +82.2% | -78.0% | -9.4% |
| 1Y | -2.6% | +83.7% | -86.3% | -15.5% |
| All | -2.6% | +82.8% | -85.4% | -15.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling