+29.6%
HDB vs RPRX
+79.7%
-50.1%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.9% |
| 7D | +4.1% | +2.1% | +2.0% | +3.7% |
| 30D | +13.0% | +21.9% | -9.0% | +9.0% |
| 3M | +11.3% | +16.9% | -5.7% | +8.1% |
| 6M | +6.9% | +34.5% | -27.6% | +1.1% |
| YTD | -29.6% | +80.9% | -110.6% | -37.0% |
| 1Y | -29.5% | +77.6% | -107.1% | -36.7% |
| 3Y | -8.1% | +173.5% | -181.7% | -24.9% |
| 5Y | -23.4% | +84.9% | -108.3% | -32.3% |
| All | +29.6% | +79.7% | -50.1% | +14.1% |
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 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