+1,443.3%
HWM vs RPRX
+57.8%
+1,385.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -5.3% | -5.4% | -9.4% |
| 7D | -9.2% | -2.8% | -6.4% | -8.4% |
| 30D | -17.9% | +7.2% | -25.0% | -19.1% |
| 3M | -6.0% | +10.9% | -16.9% | -8.3% |
| 6M | -7.4% | +34.6% | -41.9% | -13.7% |
| YTD | +13.1% | +59.0% | -45.9% | +1.4% |
| 1Y | +29.3% | +72.5% | -43.2% | +13.4% |
| 3Y | +389.9% | +124.1% | +265.8% | +299.9% |
| 5Y | +655.5% | +75.9% | +579.6% | +560.5% |
| All | +1,443.3% | +57.8% | +1,385.5% | +1,244.0% |
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 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