-10.4%
SHW vs RPRX
+64.4%
-74.7%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.3% |
| 7D | -4.5% | -8.0% | +3.6% | -2.7% |
| 30D | -12.7% | +2.1% | -14.8% | -13.0% |
| 3M | +4.7% | +8.2% | -3.5% | +3.0% |
| 6M | -3.4% | +28.9% | -32.3% | -7.6% |
| YTD | -1.3% | +54.1% | -55.5% | -4.7% |
| 1Y | -10.4% | +65.5% | -75.9% | -13.5% |
| All | -10.4% | +64.4% | -74.7% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling