+76.0%
ED vs RPRX
+57.8%
+18.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.2% | -4.0% | +3.8% | +0.2% |
| 30D | +1.9% | +4.9% | -3.0% | +1.4% |
| 3M | +1.9% | +9.4% | -7.5% | +0.8% |
| 6M | -2.3% | +33.3% | -35.6% | -5.2% |
| YTD | +10.9% | +59.0% | -48.1% | +5.7% |
| 1Y | +14.5% | +69.2% | -54.7% | +8.3% |
| 3Y | +33.4% | +124.1% | -90.7% | +21.7% |
| 5Y | +67.3% | +77.9% | -10.6% | +56.3% |
| All | +76.0% | +57.8% | +18.1% | +62.8% |
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