+30.9%
BMY vs RPRX
+86.5%
-55.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +0.9% | +1.5% |
| 7D | +2.1% | +3.3% | -1.3% | +0.8% |
| 30D | +7.0% | +17.9% | -10.9% | +0.6% |
| 3M | -0.9% | +19.2% | -20.1% | -7.2% |
| 6M | +14.9% | +31.7% | -16.8% | +3.9% |
| YTD | +22.8% | +82.5% | -59.6% | -0.3% |
| 1Y | +36.2% | +78.4% | -42.2% | +11.4% |
| 3Y | +45.7% | +177.0% | -131.3% | +3.3% |
| All | +30.9% | +86.5% | -55.6% | +4.1% |
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