+238.2%
HL vs RPRX
+72.5%
+165.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -0.9% | -2.9% |
| 7D | -5.6% | -8.0% | +2.4% | -2.7% |
| 30D | +12.7% | +2.1% | +10.7% | +12.1% |
| 3M | +42.5% | +8.2% | +34.3% | +38.5% |
| 6M | -9.0% | +28.9% | -37.9% | -17.1% |
| YTD | +4.4% | +54.1% | -49.7% | -10.9% |
| 1Y | +82.7% | +65.5% | +17.1% | +51.3% |
| 3Y | +406.3% | +117.3% | +289.0% | +265.0% |
| 5Y | +238.2% | +71.6% | +166.6% | +178.4% |
| All | +238.2% | +72.5% | +165.7% | +178.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling