+261.6%
DRI vs RPRX
+82.4%
+179.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | -0.7% | +3.6% | -4.4% | -1.5% |
| 30D | +14.7% | +21.2% | -6.5% | +10.1% |
| 3M | +5.4% | +21.6% | -16.2% | +1.1% |
| 6M | +18.8% | +36.7% | -17.9% | +11.0% |
| YTD | +28.4% | +83.7% | -55.3% | +12.7% |
| 1Y | +37.7% | +83.2% | -45.5% | +20.8% |
| 3Y | +68.0% | +177.7% | -109.7% | +33.0% |
| 5Y | +78.8% | +95.8% | -17.0% | +54.5% |
| All | +261.6% | +82.4% | +179.3% | +205.6% |
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