+29.2%
DOW vs RPRX
+77.4%
-48.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.2% | -3.0% |
| 7D | -2.4% | +5.1% | -7.5% | -2.3% |
| 30D | +0.4% | +11.2% | -10.8% | +0.4% |
| 3M | -14.4% | +16.7% | -31.1% | -14.3% |
| 6M | -7.0% | +36.0% | -43.0% | -7.6% |
| YTD | +30.2% | +67.8% | -37.6% | +20.2% |
| 1Y | +29.2% | +76.7% | -47.5% | +17.1% |
| All | +29.2% | +77.4% | -48.2% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling