+251.1%
PH vs RPRX
+77.0%
+174.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | 0.0% | -4.0% | +4.0% | +1.0% |
| 30D | -10.3% | +4.9% | -15.2% | -11.5% |
| 3M | +5.1% | +9.4% | -4.3% | +2.2% |
| 6M | +2.3% | +33.3% | -31.0% | -5.9% |
| YTD | +8.7% | +59.0% | -50.3% | -4.8% |
| 1Y | +26.8% | +69.2% | -42.5% | +8.8% |
| 3Y | +139.2% | +124.1% | +15.1% | +87.6% |
| 5Y | +251.1% | +77.9% | +173.3% | +206.2% |
| All | +251.1% | +77.0% | +174.1% | +206.2% |
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