+102.7%
BEN vs RPRX
+53.1%
+49.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.0% | +1.7% | -0.5% |
| 7D | +0.3% | -8.0% | +8.4% | +2.6% |
| 30D | +0.9% | +2.1% | -1.2% | +0.2% |
| 3M | +9.2% | +8.2% | +1.0% | +6.5% |
| 6M | +36.8% | +28.9% | +7.9% | +26.9% |
| YTD | +44.4% | +54.1% | -9.7% | +27.3% |
| 1Y | +45.8% | +65.5% | -19.7% | +25.9% |
| 3Y | +52.5% | +117.3% | -64.8% | +20.8% |
| 5Y | +37.7% | +71.6% | -33.9% | +17.5% |
| All | +102.7% | +53.1% | +49.7% | +72.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling