+120.3%
DIA vs RPRX
+53.1%
+67.2%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.0% | +2.4% | -0.1% |
| 7D | -3.0% | -8.0% | +5.0% | -1.6% |
| 30D | -3.0% | +2.1% | -5.1% | -3.4% |
| 3M | +4.5% | +8.2% | -3.7% | +2.8% |
| 6M | +9.8% | +28.9% | -19.1% | +4.5% |
| YTD | +9.3% | +54.1% | -44.8% | +0.7% |
| 1Y | +16.0% | +65.5% | -49.6% | +5.2% |
| 3Y | +57.7% | +117.3% | -59.5% | +35.1% |
| 5Y | +63.8% | +71.6% | -7.8% | +47.4% |
| All | +120.3% | +53.1% | +67.2% | +97.6% |
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