+5.1%
EXC vs RPRX
+72.7%
-67.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +0.3% | -4.0% | +4.3% | +0.7% |
| 30D | -0.9% | +4.9% | -5.8% | -1.5% |
| 3M | -2.7% | +9.4% | -12.0% | -3.7% |
| 6M | -9.4% | +33.3% | -42.7% | -11.1% |
| YTD | +3.0% | +59.0% | -55.9% | +1.1% |
| 1Y | +5.1% | +69.2% | -64.1% | +2.8% |
| All | +5.1% | +72.7% | -67.5% | +2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling