+31.8%
XHB vs RPRX
+72.5%
-40.6%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.3% |
| 7D | -5.2% | -8.0% | +2.8% | -2.6% |
| 30D | -12.1% | +2.1% | -14.2% | -12.8% |
| 3M | -6.2% | +8.2% | -14.4% | -9.0% |
| 6M | -6.7% | +28.9% | -35.6% | -14.9% |
| YTD | -5.5% | +54.1% | -59.6% | -19.0% |
| 1Y | -15.6% | +65.5% | -81.2% | -29.8% |
| 3Y | +22.0% | +117.3% | -95.3% | -9.5% |
| 5Y | +31.8% | +71.6% | -39.8% | +10.9% |
| All | +31.8% | +72.5% | -40.6% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling