+39.7%
HPQ vs RPRX
+77.9%
-38.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +2.2% | -4.0% | +6.2% | +3.5% |
| 30D | +9.7% | +4.9% | +4.8% | +8.2% |
| 3M | +32.7% | +9.4% | +23.4% | +29.2% |
| 6M | +77.7% | +33.3% | +44.4% | +63.7% |
| YTD | +51.0% | +59.0% | -8.0% | +32.1% |
| 1Y | +18.4% | +69.2% | -50.8% | +1.5% |
| 3Y | +25.6% | +124.1% | -98.5% | -2.1% |
| All | +39.7% | +77.9% | -38.2% | +20.5% |
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 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