+6.2%
DT vs RPRX
+126.7%
-120.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.3% | +2.2% | -2.8% |
| 7D | -4.9% | -2.8% | -2.1% | -4.7% |
| 30D | +2.7% | +7.2% | -4.5% | +2.3% |
| 3M | +20.0% | +10.9% | +9.1% | +19.2% |
| 6M | +28.0% | +34.6% | -6.5% | +25.1% |
| YTD | +16.0% | +59.0% | -42.9% | +10.8% |
| 1Y | +0.7% | +72.5% | -71.8% | -5.3% |
| 3Y | +6.2% | +124.1% | -117.9% | -5.0% |
| All | +6.2% | +126.7% | -120.5% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling