+28.9%
DOV vs RPRX
+91.4%
-62.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -1.0% |
| 7D | +3.4% | +2.1% | +1.3% | +2.9% |
| 30D | +8.8% | +21.9% | -13.1% | +3.5% |
| 3M | +0.9% | +16.9% | -16.0% | -3.2% |
| 6M | -2.8% | +34.5% | -37.4% | -10.6% |
| YTD | +8.1% | +80.9% | -72.9% | -8.6% |
| 1Y | +15.2% | +77.6% | -62.3% | -2.0% |
| 3Y | +64.5% | +173.5% | -109.0% | +21.0% |
| 5Y | +28.9% | +84.9% | -56.1% | +12.6% |
| All | +28.9% | +91.4% | -62.5% | +12.6% |
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 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