+77.9%
SHW vs RPRX
+52.7%
+25.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.1% | +1.9% |
| 7D | -3.1% | -8.4% | +5.2% | -1.5% |
| 30D | -10.0% | -0.6% | -9.4% | -10.0% |
| 3M | +2.3% | +6.4% | -4.2% | +1.0% |
| 6M | +0.7% | +26.6% | -25.9% | -3.8% |
| YTD | +0.5% | +53.8% | -53.3% | -7.2% |
| 1Y | -11.5% | +62.8% | -74.3% | -19.3% |
| 3Y | +21.3% | +118.0% | -96.7% | +4.1% |
| 5Y | +12.5% | +71.2% | -58.7% | +1.2% |
| All | +77.9% | +52.7% | +25.2% | +59.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling