+269.4%
HPE vs RPRX
+123.5%
+145.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +13.6% | -4.0% | +17.6% | +13.8% |
| 30D | +7.7% | +4.9% | +2.8% | +7.1% |
| 3M | +22.4% | +9.4% | +13.0% | +21.1% |
| 6M | +172.6% | +33.3% | +139.3% | +162.6% |
| YTD | +147.5% | +59.0% | +88.6% | +135.0% |
| 1Y | +151.8% | +69.2% | +82.6% | +137.5% |
| All | +269.4% | +123.5% | +145.9% | +245.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling