+138.4%
HLT vs RPRX
+70.9%
+67.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -1.6% | -8.4% | +6.8% | +0.8% |
| 30D | -5.0% | -0.6% | -4.4% | -4.9% |
| 3M | -10.4% | +6.4% | -16.8% | -12.2% |
| 6M | +3.2% | +26.6% | -23.4% | -4.1% |
| YTD | +6.7% | +53.8% | -47.0% | -6.6% |
| 1Y | +10.3% | +62.8% | -52.5% | -5.5% |
| 3Y | +99.3% | +118.0% | -18.7% | +53.1% |
| All | +138.4% | +70.9% | +67.6% | +111.1% |
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 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