+563.0%
HWM vs RPRX
+93.9%
+469.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.2% | +2.9% | +4.4% |
| 7D | +1.6% | +3.4% | -1.8% | +0.6% |
| 30D | -3.9% | +20.8% | -24.7% | -9.4% |
| 3M | -23.2% | +21.6% | -44.9% | -27.6% |
| 6M | -20.0% | +36.5% | -56.5% | -27.3% |
| YTD | +5.7% | +80.4% | -74.7% | -11.5% |
| 1Y | +4.9% | +81.8% | -76.9% | -12.4% |
| 3Y | +347.0% | +170.9% | +176.1% | +221.8% |
| 5Y | +563.0% | +95.2% | +467.8% | +462.9% |
| All | +563.0% | +93.9% | +469.1% | +462.9% |
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