+363.4%
DE vs RPRX
+52.7%
+310.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -2.6% | -8.4% | +5.8% | -0.8% |
| 30D | +9.0% | -0.6% | +9.7% | +9.1% |
| 3M | +19.1% | +6.4% | +12.7% | +17.3% |
| 6M | +14.4% | +26.6% | -12.2% | +8.4% |
| YTD | +45.9% | +53.8% | -7.8% | +32.6% |
| 1Y | +43.6% | +62.8% | -19.2% | +28.7% |
| 3Y | +75.9% | +118.0% | -42.2% | +46.7% |
| 5Y | +98.8% | +71.2% | +27.6% | +74.9% |
| All | +363.4% | +52.7% | +310.7% | +310.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling