+52.0%
HSY vs RPRX
+66.6%
-14.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | -3.3% | +5.1% | -8.4% | -3.9% |
| 30D | -2.8% | +11.2% | -14.0% | -4.1% |
| 3M | -4.5% | +16.7% | -21.2% | -6.3% |
| 6M | -24.2% | +36.0% | -60.2% | -27.0% |
| YTD | -2.7% | +67.8% | -70.5% | -8.4% |
| 1Y | -3.7% | +76.7% | -80.4% | -10.0% |
| 3Y | -11.5% | +128.1% | -139.6% | -19.7% |
| 5Y | +10.3% | +82.9% | -72.5% | +2.2% |
| All | +52.0% | +66.6% | -14.6% | +40.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling