+400.2%
BNY vs RPRX
+52.7%
+347.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -1.3% | -8.4% | +7.0% | +0.3% |
| 30D | -0.2% | -0.6% | +0.5% | -0.1% |
| 3M | +14.9% | +6.4% | +8.5% | +13.4% |
| 6M | +40.0% | +26.6% | +13.4% | +33.6% |
| YTD | +42.0% | +53.8% | -11.8% | +30.5% |
| 1Y | +56.9% | +62.8% | -5.9% | +42.3% |
| 3Y | +289.9% | +118.0% | +171.8% | +231.5% |
| 5Y | +259.2% | +71.2% | +188.0% | +222.8% |
| All | +400.2% | +52.7% | +347.5% | +349.7% |
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