+2.9%
EXC vs RPRX
+82.8%
-79.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.5% |
| 7D | +0.1% | +4.6% | -4.5% | -0.8% |
| 30D | +9.0% | +22.0% | -13.0% | +5.4% |
| 3M | +3.3% | +20.3% | -17.0% | -0.3% |
| 6M | +5.7% | +37.9% | -32.2% | +0.3% |
| YTD | +7.3% | +82.2% | -74.9% | -1.4% |
| 1Y | +2.9% | +83.7% | -80.8% | -5.9% |
| All | +2.9% | +82.8% | -79.9% | -5.9% |
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