+31.5%
DLTR vs RPRX
+72.5%
-40.9%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.3% | +0.9% |
| 7D | -9.4% | -8.0% | -1.4% | -7.8% |
| 30D | -7.3% | +2.1% | -9.4% | -7.7% |
| 3M | +7.6% | +8.2% | -0.6% | +5.8% |
| 6M | +1.6% | +28.9% | -27.3% | -3.4% |
| YTD | -3.5% | +54.1% | -57.7% | -11.4% |
| 1Y | +20.0% | +65.5% | -45.5% | +8.4% |
| 3Y | +2.3% | +117.3% | -115.0% | -14.4% |
| 5Y | +31.5% | +71.6% | -40.1% | +18.1% |
| All | +31.5% | +72.5% | -40.9% | +18.1% |
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