+9.1%
BDX vs RPRX
+52.7%
-43.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -3.2% | -8.4% | +5.2% | -1.6% |
| 30D | -2.5% | -0.6% | -1.9% | -2.4% |
| 3M | +21.4% | +6.4% | +15.0% | +20.1% |
| 6M | +10.4% | +26.6% | -16.2% | +6.0% |
| YTD | +18.8% | +53.8% | -34.9% | +10.5% |
| 1Y | +21.7% | +62.8% | -41.1% | +11.9% |
| 3Y | -10.0% | +118.0% | -128.0% | -21.1% |
| 5Y | -1.8% | +71.2% | -73.0% | -10.9% |
| All | +9.1% | +52.7% | -43.6% | -1.1% |
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