+106.8%
EXC vs RPRX
+80.9%
+25.9%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.4% |
| 7D | +0.1% | +4.6% | -4.5% | -0.7% |
| 30D | +9.0% | +22.0% | -13.0% | +5.7% |
| 3M | +3.3% | +20.3% | -17.0% | +0.2% |
| 6M | +5.7% | +37.9% | -32.2% | +0.3% |
| YTD | +7.3% | +82.2% | -74.9% | -2.5% |
| 1Y | +2.9% | +83.7% | -80.8% | -6.7% |
| 3Y | +29.3% | +175.4% | -146.1% | +9.1% |
| 5Y | +40.1% | +87.7% | -47.7% | +24.2% |
| All | +106.8% | +80.9% | +25.9% | +81.2% |
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