+1,055.3%
DELL vs RPRX
+72.5%
+982.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.0% | -2.3% | -4.7% |
| 7D | -1.9% | -8.0% | +6.1% | -0.2% |
| 30D | +14.9% | +2.1% | +12.8% | +14.3% |
| 3M | +37.2% | +8.2% | +29.0% | +34.4% |
| 6M | +254.0% | +28.9% | +225.1% | +235.0% |
| YTD | +306.1% | +54.1% | +252.0% | +272.4% |
| 1Y | +312.3% | +65.5% | +246.7% | +272.8% |
| 3Y | +654.0% | +117.3% | +536.7% | +541.4% |
| 5Y | +1,055.3% | +71.6% | +983.7% | +1,017.7% |
| All | +1,055.3% | +72.5% | +982.9% | +1,017.7% |
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 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