+35.7%
BBY vs RPRX
+57.8%
-22.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +1.2% | -4.0% | +5.2% | +2.2% |
| 30D | +6.8% | +4.9% | +1.9% | +5.5% |
| 3M | +18.7% | +9.4% | +9.4% | +15.9% |
| 6M | +37.3% | +33.3% | +4.0% | +27.2% |
| YTD | +35.3% | +59.0% | -23.7% | +19.6% |
| 1Y | +20.7% | +69.2% | -48.5% | +4.6% |
| 3Y | +39.4% | +124.1% | -84.6% | +11.4% |
| 5Y | -1.5% | +77.9% | -79.3% | -15.5% |
| All | +35.7% | +57.8% | -22.1% | +16.3% |
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