+132.6%
XHB vs RPRX
+52.7%
+79.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -4.6% | -8.4% | +3.7% | -2.4% |
| 30D | -9.1% | -0.6% | -8.5% | -9.0% |
| 3M | -8.6% | +6.4% | -15.0% | -10.3% |
| 6M | -4.0% | +26.6% | -30.6% | -10.2% |
| YTD | -3.9% | +53.8% | -57.7% | -14.7% |
| 1Y | -16.5% | +62.8% | -79.3% | -27.2% |
| 3Y | +22.6% | +118.0% | -95.5% | -2.3% |
| 5Y | +33.9% | +71.2% | -37.3% | +14.8% |
| All | +132.6% | +52.7% | +79.9% | +99.3% |
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