+35.3%
DLR vs RPRX
+74.2%
-38.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.3% | +5.9% | +1.8% |
| 7D | +3.4% | -2.8% | +6.2% | +4.0% |
| 30D | -2.2% | +7.2% | -9.4% | -3.9% |
| 3M | +4.7% | +10.9% | -6.2% | +1.9% |
| 6M | +9.0% | +34.6% | -25.5% | +1.0% |
| YTD | +24.1% | +59.0% | -34.8% | +10.5% |
| 1Y | +20.9% | +72.5% | -51.6% | +5.1% |
| 3Y | +60.0% | +124.1% | -64.1% | +28.0% |
| 5Y | +35.3% | +75.9% | -40.6% | +19.4% |
| All | +35.3% | +74.2% | -38.9% | +19.4% |
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 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