+23.5%
XHB vs RPRX
+123.5%
-99.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -1.9% | -4.0% | +2.1% | -0.9% |
| 30D | -8.3% | +4.9% | -13.3% | -9.4% |
| 3M | -7.1% | +9.4% | -16.5% | -9.4% |
| 6M | -5.3% | +33.3% | -38.5% | -12.4% |
| YTD | -3.2% | +59.0% | -62.2% | -14.5% |
| 1Y | -13.9% | +69.2% | -83.1% | -25.3% |
| All | +23.5% | +123.5% | -99.9% | -2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling