+143.9%
XHB vs RPRX
+66.6%
+77.2%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.8% | +0.9% |
| 7D | -1.3% | +5.1% | -6.4% | -2.6% |
| 30D | -6.9% | +11.2% | -18.1% | -9.5% |
| 3M | -1.3% | +16.7% | -18.0% | -5.4% |
| 6M | -6.8% | +36.0% | -42.8% | -14.4% |
| YTD | +0.7% | +67.8% | -67.1% | -12.6% |
| 1Y | -11.2% | +76.7% | -87.9% | -24.3% |
| 3Y | +25.3% | +128.1% | -102.8% | -1.2% |
| 5Y | +37.3% | +82.9% | -45.6% | +15.4% |
| All | +143.9% | +66.6% | +77.2% | +104.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling