+132.9%
DGX vs RPRX
+52.7%
+80.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.2% | +1.9% | +1.7% |
| 7D | -0.9% | -8.4% | +7.5% | +0.3% |
| 30D | -1.2% | -0.6% | -0.5% | -1.1% |
| 3M | +15.8% | +6.4% | +9.3% | +14.7% |
| 6M | +18.2% | +26.6% | -8.4% | +14.3% |
| YTD | +37.2% | +53.8% | -16.6% | +29.3% |
| 1Y | +30.4% | +62.8% | -32.4% | +21.7% |
| 3Y | +96.7% | +118.0% | -21.3% | +75.7% |
| 5Y | +67.2% | +71.2% | -4.0% | +54.4% |
| All | +132.9% | +52.7% | +80.2% | +113.0% |
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