+119.1%
BEN vs RPRX
+81.2%
+38.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | +6.8% | +3.3% | +3.5% | +5.9% |
| 30D | +18.0% | +17.9% | +0.1% | +12.8% |
| 3M | +7.5% | +19.2% | -11.8% | +2.3% |
| 6M | +14.7% | +31.7% | -17.0% | +5.9% |
| YTD | +56.1% | +82.5% | -26.4% | +31.4% |
| 1Y | +69.6% | +78.4% | -8.9% | +43.6% |
| 3Y | +87.7% | +177.0% | -89.3% | +38.9% |
| 5Y | +28.6% | +86.5% | -57.8% | +6.8% |
| All | +119.1% | +81.2% | +38.0% | +78.3% |
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