+168.1%
ETR vs RPRX
+52.7%
+115.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.1% | -0.3% |
| 7D | -1.8% | -8.4% | +6.6% | -0.5% |
| 30D | -1.8% | -0.6% | -1.1% | -1.7% |
| 3M | -3.6% | +6.4% | -10.0% | -4.7% |
| 6M | +2.6% | +26.6% | -24.0% | -1.3% |
| YTD | +16.0% | +53.8% | -37.7% | +8.2% |
| 1Y | +20.1% | +62.8% | -42.7% | +10.8% |
| 3Y | +143.6% | +118.0% | +25.6% | +112.9% |
| 5Y | +124.4% | +71.2% | +53.2% | +103.7% |
| All | +168.1% | +52.7% | +115.5% | +141.6% |
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