+9.1%
DOW vs RPRX
+81.2%
-72.1%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.5% |
| 7D | +5.2% | +3.3% | +1.9% | +4.5% |
| 30D | +13.2% | +17.9% | -4.7% | +9.6% |
| 3M | +10.1% | +19.2% | -9.2% | +6.2% |
| 6M | -13.1% | +31.7% | -44.8% | -18.0% |
| YTD | +46.1% | +82.5% | -36.3% | +27.7% |
| 1Y | +50.0% | +78.4% | -28.4% | +31.8% |
| 3Y | -20.2% | +177.0% | -197.2% | -36.8% |
| 5Y | -27.7% | +86.5% | -114.1% | -38.2% |
| All | +9.1% | +81.2% | -72.1% | -7.6% |
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