+588.0%
HL vs RPRX
+57.8%
+530.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.3% | +4.2% | +0.6% |
| 7D | +7.1% | -2.8% | +9.8% | +8.0% |
| 30D | +21.4% | +7.2% | +14.3% | +19.0% |
| 3M | +37.4% | +10.9% | +26.5% | +33.0% |
| 6M | +0.4% | +34.6% | -34.2% | -8.7% |
| YTD | +6.7% | +59.0% | -52.3% | -7.9% |
| 1Y | +102.4% | +72.5% | +29.8% | +69.5% |
| 3Y | +417.4% | +124.1% | +293.3% | +289.8% |
| 5Y | +243.3% | +75.9% | +167.4% | +182.6% |
| All | +588.0% | +57.8% | +530.2% | +459.9% |
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