+613.9%
HPE vs RPRX
+52.7%
+561.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.2% | +12.7% | +12.5% |
| 7D | +19.4% | -8.4% | +27.8% | +20.9% |
| 30D | +5.6% | -0.6% | +6.2% | +5.5% |
| 3M | +33.1% | +6.4% | +26.6% | +31.2% |
| 6M | +192.5% | +26.6% | +165.9% | +179.2% |
| YTD | +160.9% | +53.8% | +107.2% | +141.1% |
| 1Y | +155.0% | +62.8% | +92.2% | +132.9% |
| 3Y | +289.4% | +118.0% | +171.4% | +236.0% |
| 5Y | +395.7% | +71.2% | +324.5% | +350.7% |
| All | +613.9% | +52.7% | +561.2% | +544.9% |
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 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