+741.5%
HWM vs RPRX
+83.4%
+658.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -2.1% | +5.1% | -7.2% | -3.4% |
| 30D | -11.0% | +11.2% | -22.2% | -13.6% |
| 3M | +4.0% | +16.7% | -12.7% | -0.6% |
| 6M | -0.2% | +36.0% | -36.2% | -8.8% |
| YTD | +26.7% | +67.8% | -41.2% | +9.4% |
| 1Y | +44.7% | +76.7% | -32.0% | +22.8% |
| 3Y | +426.1% | +128.1% | +298.0% | +311.5% |
| All | +741.5% | +83.4% | +658.0% | +635.6% |
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