+80.3%
EXE vs RPRX
+86.5%
-6.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | +5.3% | +3.3% | +2.0% | +4.5% |
| 30D | -2.2% | +17.9% | -20.1% | -6.1% |
| 3M | -5.9% | +19.2% | -25.1% | -10.2% |
| 6M | -5.7% | +31.7% | -37.4% | -12.6% |
| YTD | -17.8% | +82.5% | -100.3% | -30.9% |
| 1Y | -23.1% | +78.4% | -101.6% | -34.9% |
| 3Y | +21.2% | +177.0% | -155.8% | -13.8% |
| All | +80.3% | +86.5% | -6.2% | +63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling