+11.3%
HDB vs RPRX
+57.8%
-46.6%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -4.9% | -4.0% | -0.9% | -4.2% |
| 30D | -5.8% | +4.9% | -10.8% | -6.7% |
| 3M | -5.2% | +9.4% | -14.6% | -6.8% |
| 6M | -25.7% | +33.3% | -59.0% | -29.7% |
| YTD | -39.6% | +59.0% | -98.5% | -44.6% |
| 1Y | -36.9% | +69.2% | -106.1% | -42.9% |
| 3Y | -29.7% | +124.1% | -153.8% | -40.4% |
| 5Y | -37.8% | +77.9% | -115.6% | -44.5% |
| All | +11.3% | +57.8% | -46.6% | +0.3% |
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