+73.7%
HST vs RPRX
+74.2%
-0.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.3% | +5.4% | +1.8% |
| 7D | +2.0% | -2.8% | +4.8% | +2.8% |
| 30D | -5.2% | +7.2% | -12.4% | -7.5% |
| 3M | -6.2% | +10.9% | -17.1% | -9.7% |
| 6M | +20.4% | +34.6% | -14.1% | +8.4% |
| YTD | +30.6% | +59.0% | -28.3% | +10.8% |
| 1Y | +37.4% | +72.5% | -35.2% | +12.6% |
| 3Y | +66.1% | +124.1% | -58.0% | +21.2% |
| 5Y | +73.7% | +75.9% | -2.2% | +45.0% |
| All | +73.7% | +74.2% | -0.5% | +45.0% |
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