+28.1%
BEN vs RPRX
+91.4%
-63.3%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.7% |
| 7D | +11.3% | +2.1% | +9.3% | +10.6% |
| 30D | +15.0% | +21.9% | -6.9% | +7.4% |
| 3M | +7.8% | +16.9% | -9.1% | +1.9% |
| 6M | +15.5% | +34.5% | -19.0% | +3.2% |
| YTD | +55.4% | +80.9% | -25.6% | +24.3% |
| 1Y | +63.3% | +77.6% | -14.3% | +31.4% |
| 3Y | +83.4% | +173.5% | -90.1% | +21.8% |
| 5Y | +28.1% | +84.9% | -56.8% | +7.3% |
| All | +28.1% | +91.4% | -63.3% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling