+105.5%
BEN vs RPRX
+57.8%
+47.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | +3.4% | -4.0% | +7.4% | +4.5% |
| 30D | +1.8% | +4.9% | -3.2% | +0.3% |
| 3M | +8.4% | +9.4% | -1.0% | +5.4% |
| 6M | +35.6% | +33.3% | +2.3% | +24.7% |
| YTD | +46.4% | +59.0% | -12.6% | +28.0% |
| 1Y | +46.3% | +69.2% | -22.9% | +25.5% |
| 3Y | +54.6% | +124.1% | -69.5% | +21.4% |
| 5Y | +39.4% | +77.9% | -38.5% | +17.9% |
| All | +105.5% | +57.8% | +47.6% | +73.6% |
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