+213.5%
PH vs RPRX
+87.7%
+125.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.7% |
| 7D | +2.1% | +4.6% | -2.5% | +1.0% |
| 30D | +0.3% | +22.0% | -21.7% | -4.9% |
| 3M | -8.8% | +20.3% | -29.1% | -13.3% |
| 6M | +10.0% | +37.9% | -27.9% | +0.2% |
| YTD | +10.5% | +82.2% | -71.7% | -7.3% |
| 1Y | +15.5% | +83.7% | -68.2% | -3.3% |
| 3Y | +136.4% | +175.4% | -39.1% | +71.0% |
| All | +213.5% | +87.7% | +125.7% | +168.4% |
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