+448.1%
PH vs RPRX
+79.7%
+368.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -1.2% |
| 7D | +7.4% | +2.1% | +5.3% | +7.0% |
| 30D | +0.5% | +21.9% | -21.4% | -3.5% |
| 3M | -10.2% | +16.9% | -27.2% | -13.1% |
| 6M | +8.9% | +34.5% | -25.6% | +2.1% |
| YTD | +9.7% | +80.9% | -71.3% | -3.5% |
| 1Y | +12.8% | +77.6% | -64.8% | -0.3% |
| 3Y | +134.6% | +173.5% | -39.0% | +87.5% |
| 5Y | +204.5% | +84.9% | +119.6% | +165.2% |
| All | +448.1% | +79.7% | +368.4% | +372.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling