+63.8%
HD vs RPRX
+80.9%
-17.1%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.9% |
| 7D | +5.2% | +4.6% | +0.6% | +4.3% |
| 30D | +20.7% | +22.0% | -1.3% | +16.2% |
| 3M | +0.8% | +20.3% | -19.5% | -2.8% |
| 6M | +12.2% | +37.9% | -25.7% | +5.2% |
| YTD | +4.2% | +82.2% | -78.0% | -7.5% |
| 1Y | -2.6% | +83.7% | -86.3% | -13.7% |
| 3Y | +30.0% | +175.4% | -145.4% | +5.0% |
| 5Y | +8.1% | +87.7% | -79.6% | -5.7% |
| All | +63.8% | +80.9% | -17.1% | +41.4% |
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