+1,342.4%
HWM vs RPRX
+79.2%
+1,263.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +2.9% | +4.6% |
| 7D | +1.6% | +3.4% | -1.8% | +0.8% |
| 30D | -3.9% | +20.8% | -24.7% | -8.3% |
| 3M | -23.2% | +21.6% | -44.9% | -26.7% |
| 6M | -20.0% | +36.5% | -56.5% | -25.9% |
| YTD | +5.7% | +80.4% | -74.7% | -8.2% |
| 1Y | +4.9% | +81.8% | -76.9% | -9.1% |
| 3Y | +347.0% | +170.9% | +176.1% | +247.9% |
| 5Y | +563.0% | +95.2% | +467.8% | +464.4% |
| All | +1,342.4% | +79.2% | +1,263.3% | +1,116.8% |
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