+46.2%
EXC vs RPRX
+74.2%
-28.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.3% | +6.0% | +1.9% |
| 7D | +1.2% | -2.8% | +4.0% | +1.8% |
| 30D | -2.7% | +7.2% | -9.9% | -4.4% |
| 3M | -1.0% | +10.9% | -11.9% | -3.4% |
| 6M | -9.3% | +34.6% | -43.8% | -15.4% |
| YTD | +3.6% | +59.0% | -55.3% | -7.1% |
| 1Y | +5.9% | +72.5% | -66.6% | -7.2% |
| 3Y | +21.3% | +124.1% | -102.8% | -1.7% |
| 5Y | +46.2% | +75.9% | -29.8% | +28.0% |
| All | +46.2% | +74.2% | -28.0% | +28.0% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling