+118.2%
BEN vs RPRX
+79.7%
+38.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.8% |
| 7D | +11.3% | +2.1% | +9.3% | +10.7% |
| 30D | +15.0% | +21.9% | -6.9% | +8.9% |
| 3M | +7.8% | +16.9% | -9.1% | +3.2% |
| 6M | +15.5% | +34.5% | -19.0% | +5.9% |
| YTD | +55.4% | +80.9% | -25.6% | +31.1% |
| 1Y | +63.3% | +77.6% | -14.3% | +38.4% |
| 3Y | +83.4% | +173.5% | -90.1% | +36.2% |
| 5Y | +28.1% | +84.9% | -56.8% | +6.5% |
| All | +118.2% | +79.7% | +38.5% | +77.9% |
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 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